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| Happy Holidays!! thanks for using AUM13F!! |
| Westco Advisory Services Inc
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| CRD # | 120755 |
| SEC # | 801-69387 |
| CIK # | |
| AUM | $251.8 M (2025-07-11) |
| Employees | 8 (88% Investors, 88% Brokers) |
| Phone | 516-593-5070 |
| Address | 77 Hempstead Ave Lynbrook, NY 11563-1637 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 233 | 77.4 |
| (b) Individuals (high net worth individuals) | 83 | 171.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 3.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 317 | 251.8 |
| By Discretionary | ||
| Discretionary | 313 | 250.3 |
| Non-Discretionary | 4 | 1.5 |
| Total | 317 | 251.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 250.1 | |
| Total | 317 | 251.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pacifica Partners Inc
✚
|
0.3 | |
|
CBG & Company Inc
✚
|
IN | 0.3 |
|
BNB Wealth Management LLC
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|
MD | 0.3 |
|
Peak Financial Advisors LLC
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|
CO | 0.3 |
|
Hardy & Hardy Co LLC
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|
OH | 0.3 |
|
Fox Hill Wealth Management
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|
MA | 0.3 |
|
Norris Financial Group LLC
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|
SC | 0.3 |
|
Glass Wealth Management Co LLC
✚
|
TX | 0.3 |
|
Capital Cities Investments
✚
|
IN | 0.3 |
|
Alamar Capital Management LLC
✚
|
CA | 0.3 |