|
⚲
|
| Westco Advisory Services Inc
✚
|
|
|---|---|
| CRD # | 120755 |
| SEC # | 801-69387 |
| CIK # | |
| AUM | $254.0 M (2026-02-12) |
| Employees | 6 (83% Investors, 83% Brokers) |
| Phone | 516-593-5070 |
| Address | 77 Hempstead Ave Lynbrook, NY 11563-1637 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 246 | 79.6 |
| (b) Individuals (high net worth individuals) | 77 | 171.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 3.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 324 | 254.0 |
| By Discretionary | ||
| Discretionary | 321 | 252.6 |
| Non-Discretionary | 3 | 1.4 |
| Total | 324 | 254.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 252.4 | |
| Total | 324 | 254.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Blacktower Financial Management US LLC
✚
|
FL | 0.3 |
|
Westpark Wealth Advisors Inc
✚
|
TX | 0.3 |
|
Madrone Investment Advisory LLC
✚
|
CA | 0.3 |
|
Mendota Financial Group LLC
✚
|
WI | 0.3 |
|
Family Fiduciary Services Inc
✚
|
MA | 0.3 |
|
Defined Wealth Management LLC
✚
|
OR | 0.3 |
|
Addis & Hill Incorporated
✚
|
PA | 0.3 |
|
Connecticut Capital Management Group LLC
✚
|
CT | 0.3 |
|
Green Alpha Advisors LLC
✚
|
CO | 0.3 |
|
Decatur Capital Management Inc
✚
|
GA | 0.3 |