Overview
Assets Under Management: $401 million
Headquarters: WILMINGTON, DE
High-Net-Worth Clients: 115
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 115
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.10
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 597
Discretionary Accounts: 597
Regulatory Filings
CRD Number: 126520
Last Filing Date: 2024-03-21 00:00:00
Website: https://westovercapital.com