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THE WESTCHESTER GROUP, LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$181.3M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 47.2M |
| Non-Discretionary | 134.1M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 288959 |
| SEC Number | 801-113448 |
| Phone | 419 290 0167 |
| Total Employees | 2 |
Client Count by Type (23 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 12 |
| Corporations/Businesses | 11 |
County data not available for this organization.