Westchester Capital Management Inc.

Westchester Capital Management Inc. (CRD# 110961) is a financial advisory firm headquartered in Omaha, NE. They manage $452,458,376 in 612 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
801 North 96th St, Omaha, NE 68114
http://www.westchestercapital.com
By the Numbers
  • Total Assets Under Management
    452
    MILLION
  • Total Number of Accounts
    612
    ACCOUNTS
  • Average Account Value
    $739,311
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.

AZ, FL, IA, KS, NE, TX

Financial Advisors at Westchester Capital Management Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Cindy Christensen, financial advisor Omaha NE
Cindy L. Christensen
CRD#: 2585833
801 North 96th Street, Omaha, NE 68114

Cindy Christensen (CRD# 2585833) is an Investment Advisor Representative working at Westchester Capital Management Inc. in Omaha, NE and has over 29 years of experience in the finance industry.

2
Donna Erickson-Nelson, financial advisor Omaha NE
Donna C. Erickson-Nelson
CRD#: 2992112
801 North 96th Street, Omaha, NE 68114

Donna Erickson-Nelson (CRD# 2992112) is an Investment Advisor Representative working at Westchester Capital Management Inc. in Omaha, NE and has over 26 years of experience in the finance industry.

3
Maximilian Vogt, financial advisor Omaha NE
Maximilian W. Vogt
CRD#: 6738214
801 North 96th St, Omaha, NE 68114

Maximilian Vogt (CRD# 6738214) is an Investment Advisor Representative working at Westchester Capital Management Inc. in Omaha, NE and has over 7 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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