Westover Capital Advisors, LLC
Westover Capital Advisors, LLC (CRD# 126520) is a financial advisory firm headquartered in Wilmington, DE. They manage $401,243,103 in 597 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management401MILLION
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Total Number of Accounts597ACCOUNTS
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Average Account Value$672,099
- 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
- Other
CA, CT, DE, FL, MD, NC, NJ, PA, VA
Matthew Beardwood (CRD# 3084318) is an Investment Advisor Representative working at Westover Capital Advisors, LLC in Wilmington, DE and has over 25 years of experience in the finance industry.
Harold Sawyer (CRD# 5562480) is an Investment Advisor Representative working at Westover Capital Advisors, LLC in Wilmington, DE and has 1 year of experience in the finance industry.
Harold Sawyer, Jr. (CRD# 4650269) is an Investment Advisor Representative working at Westover Capital Advisors, LLC in Wilmington, DE and has 1 year of experience in the finance industry.
Stephen Crifasi (CRD# 7646738) is an Investment Advisor Representative working at Westover Capital Advisors, LLC in Wilmington, DE and has 1 year of experience in the finance industry.
Dennis Perdue (CRD# 7328028) is an Investment Advisor Representative working at Westover Capital Advisors, LLC in Wilmington, DE and has over 2 years of experience in the finance industry.