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| The Westchester Group LLC
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|
|---|---|
| CRD # | 288959 |
| SEC # | 801-113448 |
| CIK # | |
| AUM | $156.4 MM (2023-03-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 419-290-0167 |
| Address | 2738 Westchester Road Ottawa Hills, OH 43615 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 9 | 8.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 147.5 |
| (n) Other | 0 | 0.0 |
| Total | 21 | 156.4 |
| By Discretionary | ||
| Discretionary | 18 | 43.5 |
| Non-Discretionary | 3 | 112.8 |
| Total | 21 | 156.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 156.4 | |
| Total | 21 | 156.4 |
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|---|---|---|
|
Parkstone Wealth Management LLC
✚
|
TX | 0.2 |
|
Merrion Investment Management Co LLC
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|
NJ | 0.2 |
|
Noble Wealth Management Inc
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CA | 0.2 |
|
Taconic Advisors Inc
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|
NY | 0.2 |
|
Stolz & Associates PS
✚
|
WA | 0.2 |
|
Oxford Wealth Group LLC
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|
FL | 0.2 |
|
Palatine Hill LLC
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|
MI | 0.2 |
|
Elite Financial Inc
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|
ID | 0.2 |
|
Andrews Advisory Associates LLC
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|
HI | 0.2 |
|
Integrity Wealth Partners LLC
✚
|
CA | 0.2 |