CRD: 120755
Westco Advisory Services, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-11-2008
- Office Locations
- 2
Office Locations
About Westco Advisory Services, Inc.
Westco Advisory Services, Inc. provides investment management and financial planning, covering retirement, estate, tax, college/529 and insurance needs for retail and institutional clients. Portfolios emphasize asset allocation and implementation via ETFs and mutual funds, with Schwab custody noted. The firm is affiliated with Westco Investment Corp., a FINRA/SIPC-registered broker-dealer.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES GERARD WESTMACOTT
Chief Investment Officer, President
- CRD
- #1252665
- Ownership
- 75% or more
Kathryn Westmacott Domack
Chief Financial Officer
- CRD
- #5378997
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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Joseph Thomas Becker
--
- CRD
- #7652216
SUSAN FORGASCH
--
- CRD
- #1999807
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $252,618,108 | $786,972 |
| Non-Discretionary | $1,403,124 | $467,708 |
| Total | $254,021,232 | $784,016 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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