WESTMORE ASSET MANAGEMENT

1 Blue Hill Plaza
Lobby Level, Suite 1509
Pearl River, New York 10965
Tel: 347-308-7886

About WESTMORE ASSET MANAGEMENT

WESTMORE ASSET MANAGEMENT, formally registered with the SEC as WESTMORE ASSET MANAGEMENT. The firm was established in 09/13/2012. They have over 2 offices throughout the country.

WESTMORE ASSET MANAGEMENT is a Pearl River, New York based Financial Planning firm with nearly $48,471,085 assets under management, offering retirement planning & investment advisory services to 58 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164431
SEC#	801-77110
Assets Managed by Firm	$48,471,085
No. of Clients	58
No. of Advisors	1

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (BUSINESS STRATEGY CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	58	$48,471,085
Individuals (other than high net worth individuals)	2	$1,320,034
High net worth individuals	3	$47,151,051

More Retirement Planning firms in Pearl River, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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