Westmont Capital Advisors, LLC
Westmont Capital Advisors, LLC (CRD# 165910) is a financial advisory firm headquartered in , . They manage $22,500,000 in 35 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management23MILLION
Total Number of Accounts35ACCOUNTS
Average Account Value$642,857
- 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)
- Publication of periodicals or newsletters
Richard Corse (CRD# 1182591) is an Investment Advisor Representative working at Westmont Capital Advisors, LLC in Dallas, TX and has over 34 years of experience in the finance industry.