West Branch Capital LLC
West Branch Capital LLC (CRD# 133813) is a financial advisory firm headquartered in Amherst, MA. They manage $516,426,665 in 1,238 accounts and serve the financial needs of clients across 21 states (or territories).
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Total Assets Under Management516MILLION
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Total Number of Accounts1,238ACCOUNTS
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Average Account Value$417,146
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, CT, FL, LA, MA, ME, MI, NC, NH, NJ, NM, NY, OH, OR, PA, RI, TX, VA, VT, WA
Anne Christopulos (CRD# 2077885) is an Investment Advisor Representative working at West Branch Capital LLC in Hyannis, MA and has over 22 years of experience in the finance industry.
David Fadel (CRD# 1253770) is an Investment Advisor Representative working at West Branch Capital LLC in Williamsville, NY and has over 39 years of experience in the finance industry.
James Ho (CRD# 2036580) is an Investment Advisor Representative working at West Branch Capital LLC in Amherst, MA and has 1 year of experience in the finance industry.
Ayaz Mahmud (CRD# 1094095) is an Investment Advisor Representative working at West Branch Capital LLC in Amherst, MA and has over 41 years of experience in the finance industry.
Howard Singer (CRD# 2075159) is an Investment Advisor Representative working at West Branch Capital LLC in Amherst, MA and has over 33 years of experience in the finance industry.
Ian Mahmud (CRD# 5929233) is an Investment Advisor Representative working at West Branch Capital LLC in Amherst, MA and has over 11 years of experience in the finance industry.