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Home > Retirement Planners > new york > lynbrook > WESTCO ADVISORY SERVICES, INC.
WESTCO ADVISORY SERVICES, INC.
77 Hempstead Ave
Lynbrook, New York 11563-1637
Tel: 516-593-5070
About WESTCO ADVISORY SERVICES, INC.
WESTCO ADVISORY SERVICES, INC, formally registered with the SEC as WESTCO ADVISORY SERVICES, INC. The firm was established in 07/11/2008. They have over 1 offices throughout the country.
WESTCO ADVISORY SERVICES, INC. is a Lynbrook, New York based Financial Planning firm with nearly $214,863,343 assets under management, offering retirement planning & investment advisory services to 314 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 120755 |
| SEC# | 801-69387 |
| Assets Managed by Firm | $214,863,343 |
| No. of Clients | 314 |
| 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
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 314 | $214,863,343 |
| Individuals (other than high net worth individuals) | 243 | $71,109,102 |
| High net worth individuals | 70 | $141,137,575 |
| Pension and profit sharing plans | 1 | $2,616,666 |
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|---|---|---|---|
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