Overview
Assets Under Management: $54 million
Headquarters: PEARL RIVER, NY
High-Net-Worth Clients: 3
Average Client Assets: $17.0 million
Frequently Asked Questions
WESTMORE ASSET MANAGEMENT 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 #164431), WESTMORE ASSET MANAGEMENT is subject to fiduciary duty under federal law.
WESTMORE ASSET MANAGEMENT is headquartered in PEARL RIVER, NY.
WESTMORE ASSET MANAGEMENT serves 3 high-net-worth clients according to their SEC filing dated February 18, 2026. View client details ↓
According to their SEC Form ADV, WESTMORE ASSET MANAGEMENT offers portfolio management for individuals and selection of other advisors. View all service details ↓
WESTMORE ASSET MANAGEMENT manages $54 million in client assets according to their SEC filing dated February 18, 2026.
According to their SEC Form ADV, WESTMORE ASSET MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.79%
Average Client Assets: $17.0 million
Total Client Accounts: 61
Discretionary Accounts: 31
Non-Discretionary Accounts: 30
Regulatory Filings
CRD Number: 164431
Filing ID: 2055383
Last Filing Date: 2026-02-18 14:35:00