Overview
Assets Under Management: $631 million
Headquarters: AMHERST, MA
High-Net-Worth Clients: 209
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 209
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.20
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,217
Discretionary Accounts: 1,213
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 133813
Last Filing Date: 2025-02-13 00:00:00
Website: https://westbranchcapital.com