The Westchester Group, LLC

The Westchester Group, LLC (CRD# 288959) is a financial advisory firm headquartered in , . They manage $166,549,970 in 26 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    167
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $6,405,768
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI, OH

Financial Advisors at The Westchester Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jennifer Kielczewski, financial advisor Ottawa Hills OH
Jennifer J. Kielczewski
CRD#: 5037135
Ottawa Hills, OH

Jennifer Kielczewski (CRD# 5037135) is an Investment Advisor Representative working at The Westchester Group, LLC in Ottawa Hills, OH and has over 18 years of experience in the finance industry.

2
William Kielczewski, financial advisor Ottawa Hills OH
William J. Kielczewski
CRD#: 4034356
Ottawa Hills, OH

William Kielczewski (CRD# 4034356) is an Investment Advisor Representative working at The Westchester Group, LLC in Ottawa Hills, OH and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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