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WESTHAMPTON CAPITAL
2150 Country Club Rd
Suite 250
Winston-salem, North Carolina 27104
Tel: 336-725-5579
About WESTHAMPTON CAPITAL
WESTHAMPTON CAPITAL, formally registered with the SEC as WESTHAMPTON CAPITAL. The firm was established in 07/16/2014. They have over 1 offices throughout the country.
WESTHAMPTON CAPITAL is a Winston-salem, North Carolina based Financial Planning firm with nearly $222,553,363 assets under management, offering retirement planning & investment advisory services to 246 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 119176 |
| SEC# | 801-80073 |
| Assets Managed by Firm | $222,553,363 |
| No. of Clients | 246 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 246 | $222,553,363 |
| Individuals (other than high net worth individuals) | 111 | $37,965,523 |
| High net worth individuals | 31 | $183,901,834 |
| Charitable organizations | 1 | $654,323 |
| Corporations or other businesses | 1 | $31,683 |
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|---|---|---|---|
| $852,173,054,617 | 100603 | 1554 | |
| $429,024,440,167 | 9416 | 1015 | |
| $307,726,562,224 | 343 | 985 | |
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| $137,561,001,775 | 6685 | 31 |
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