WESTOVER CAPITAL ADVISORS, LLC

1013 Centre Rd,
Suite 405
Wilmington, Delaware 19805
Tel: 302-427-9600

About WESTOVER CAPITAL ADVISORS, LLC

WESTOVER CAPITAL ADVISORS, LLC, formally registered with the SEC as WESTOVER CAPITAL ADVISORS, LLC. The firm was established in 06/03/2005. They have over 1 offices throughout the country.

WESTOVER CAPITAL ADVISORS, LLC is a Wilmington, Delaware based Financial Planning firm with nearly $401,243,103 assets under management, offering retirement planning & investment advisory services to 597 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	126520
SEC#	801-64380
Assets Managed by Firm	$401,243,103
No. of Clients	597
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (CONSULTING AND ASSETS UNDER ADVISEMENT)

Firm Client Information

	No. of Clients	AUM
Firm Total	597	$401,243,103
Individuals (other than high net worth individuals)	101	$28,389,603
High net worth individuals	111	$320,398,147
Pension and profit sharing plans	8	$4,802,029
Charitable organizations	9	$47,653,324

More Retirement Planning firms in Wilmington, Delaware:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BLACKROCK CAPITAL MANAGEMENT, INC. 100 Bellevue Parkway Wilmington, DE, 19809	$110,923,554,810	39	208
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC 100 Bellevue Parkway Wilmington, DE, 19809	$50,708,850,726	129	26
WILMINGTON TRUST INVESTMENT ADVISORS, INC. Wilmington Trust Center, 1100 North Market Street Wilmington, DE, 19890-0001	$16,496,928,966	3487	137
WILMINGTON FUNDS MANAGEMENT CORPORATION 1100 North Market Street Wilmington, DE, 19890-0001	$14,772,401,948	10	35
DUPONT CAPITAL MANAGEMENT Chestnut Run Plaza Building C735-1, 974 Centre Road Wilmington, DE, 19805	$12,393,033,000	6	36

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