Westmore Asset Management

Westmore Asset Management (CRD# 164431) is a financial advisory firm headquartered in Pearl River, NY. They manage $48,623,834 in 52 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1 Blue Hill Plaza, Lobby Level, Suite 1509, Pearl River, NY 10965
https://www.westmoream.com
By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $935,074
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at Westmore Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Charles Carmona, financial advisor Pearl River NY
Charles P. Carmona
CRD#: 2446429
1 Blue Hill Plaza, Lobby Level, Suite 1509, Pearl River, NY 10965

Charles Carmona (CRD# 2446429) is an Investment Advisor Representative working at Westmore Asset Management in Pearl River, NY and has over 14 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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