Westover Asset Management, LLC

Westover Asset Management, LLC (CRD# 130625) is a financial advisory firm headquartered in New Hope, PA. They manage $3,792,725 in 96 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $39,508
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, PA

Financial Advisors at Westover Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Sean R. Fitzsimmons
CRD#: 2733152
3560 Quakerbridge Road, Trenton, NJ 08619
93
Wealthminder
score

Sean Fitzsimmons (CRD# 2733152) is an Investment Advisor Representative working at Westover Asset Management, LLC in Trenton, NJ and has over 20 years of experience in the finance industry.

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