WESTCHESTER CAPITAL MANAGEMENT INC

801 North 96th St
Omaha, Nebraska 68114-2538
Tel: 402-392-2418

About WESTCHESTER CAPITAL MANAGEMENT INC

WESTCHESTER CAPITAL MANAGEMENT INC, formally registered with the SEC as WESTCHESTER CAPITAL MANAGEMENT INC. The firm was established in 12/19/1986. They have over 1 offices throughout the country.

WESTCHESTER CAPITAL MANAGEMENT INC is a Omaha, Nebraska based Financial Planning firm with nearly $502,744,938 assets under management, offering retirement planning & investment advisory services to 641 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110961
SEC#	801-28498
Assets Managed by Firm	$502,744,938
No. of Clients	641
No. of Advisors	9

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	641	$502,744,938
Individuals (other than high net worth individuals)	261	$65,771,567
High net worth individuals	184	$386,482,796
Pension and profit sharing plans	9	$20,469,587
Charitable organizations	Fewer than 5 clients	$1,194,152
Corporations or other businesses	14	$28,826,836

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