Overview
Assets Under Management: $1.1 billion
Headquarters: JOHNSTOWN, PA
High-Net-Worth Clients: 18
Average Client Assets: $3.3 million
Frequently Asked Questions
WEST CHESTER CAPITAL ADVISORS INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105846), WEST CHESTER CAPITAL ADVISORS INC is subject to fiduciary duty under federal law.
WEST CHESTER CAPITAL ADVISORS INC is headquartered in JOHNSTOWN, PA.
WEST CHESTER CAPITAL ADVISORS INC serves 18 high-net-worth clients according to their SEC filing dated October 29, 2024. View client details ↓
According to their SEC Form ADV, WEST CHESTER CAPITAL ADVISORS INC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
WEST CHESTER CAPITAL ADVISORS INC manages $1.1 billion in client assets according to their SEC filing dated October 29, 2024.
According to their SEC Form ADV, WEST CHESTER CAPITAL ADVISORS INC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 5.30%
Average Client Assets: $3.3 million
Total Client Accounts: 1,276
Discretionary Accounts: 1,276
Regulatory Filings
CRD Number: 105846
Filing ID: 1903300
Last Filing Date: 2024-10-29 09:56:00