The Westerman Group, LLC

The Westerman Group, LLC (CRD# 135525) is a financial advisory firm headquartered in Sagamore Hills, OH. They manage $71,189,017 in 527 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
114 East Aurora Road, Suite 100, Sagamore Hills, OH 44067
http://www.thewestermangroup.com
By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    527
    ACCOUNTS
  • Average Account Value
    $135,084
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, OH, TX

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

David Millet (CRD# 3106714) is an Investment Advisor Representative working at The Westerman Group, LLC in Sagamore Hills, OH and has over 24 years of experience in the finance industry.

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

Vincent Westerman (CRD# 1736864) is an Investment Advisor Representative working at The Westerman Group, LLC in Sagamore Hills, OH and has over 23 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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