The Westerman Group, LLC

The Westerman Group, LLC (CRD# 135525) is a financial advisory firm headquartered in Sagamore Hills, OH. They manage $29,727,475 in 424 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    424
    ACCOUNTS
  • Average Account Value
    $70,112
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at The Westerman Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David G. Millet
CRD#: 3106714
114 East Aurora Road, Suite 100, Sagamore Hills, OH 44067
93
Wealthminder
score

David Millet (CRD# 3106714) is an Investment Advisor Representative working at The Westerman Group, LLC in Sagamore Hills, OH and has over 18 years of experience in the finance industry.

2
Vincent E. Westerman
CRD#: 1736864
114 East Aurora Road, Suite 100, Sagamore Hills, OH 44067
83
Wealthminder
score

Vincent Westerman (CRD# 1736864) is an Investment Advisor Representative working at The Westerman Group, LLC in Sagamore Hills, OH and has over 16 years of experience in the finance industry.

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