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
Westover Asset Management, LLC
By the Numbers
-
Total Assets Under Management4MILLION
-
Total Number of Accounts96ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, PA
Financial Advisors at Westover Asset Management, LLC
No Advisor Found.
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