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).
Total Assets Under Management30MILLION
Total Number of Accounts424ACCOUNTS
Average Account Value$70,112
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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.
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.