100 Summit Lake Drive
Valhalla, New York 10595-1339
Tel: 914-741-5600
WESTCHESTER CAPITAL PARTNERS, LLC, formally registered with the SEC as WESTCHESTER CAPITAL PARTNERS, LLC. The firm was established in 02/22/2012. They have over 1 offices throughout the country.
WESTCHESTER CAPITAL PARTNERS, LLC is a Valhalla, New York based Financial Planning firm with nearly $39,895,571 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 0 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 135955 |
| SEC# | 801-73214 |
| Assets Managed by Firm | $39,895,571 |
| No. of Clients | 2 |
| No. of Advisors | 0 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2 | $39,895,571 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $2,549,092,782,514 | 92898 | 3167 | |
| $1,661,286,615,154 | 189311 | 1305 | |
| $1,288,497,806,439 | 2184 | 6407 | |
| $869,677,370,186 | 306 | 221 | |
| $535,031,832,553 | 25406 | 492 |
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