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THE Westchester Group, LLC

Headquartered in OTTAWA HILLS, OH

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Firm Information

THE Westchester Group, LLC is an investment advisor registered with the SEC. They manage approximately $166,549,970 in regulatory assets under management for 26 clients. Their services include portfolio management for individuals and businesses. They primarily work with corporations and high-net-worth individuals, managing $157,512,553 for 15 corporate clients and $9,037,417 for 11 high-net-worth individuals.

THE Westchester Group, LLC

$166.55M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

THE WESTCHESTER GROUP, LLC has a total of 1 branch locations across the country.
location

OTTAWA HILLS, OH

Advisors at THE Westchester Group, LLC

View All 2 Advisors
Unclaimed
Jennifer Jo Kielczewski

RA

OTTAWA HILLS, OH

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Unclaimed
William Joseph Kielczewski

RA

OTTAWA HILLS, OH

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Disclosures

There are no public disclosures for THE Westchester Group, LLC.

Frequently Asked Questions (7)

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