DIRECTORY OF REGISTERED ADVISORS
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WEST BRANCH CAPITAL LLC
Tel: 833-888-0534; 413-256-1225
9 Research Drive Suite 1
Amherst, Massachusetts 01002
WEST BRANCH CAPITAL LLC
WEST BRANCH CAPITAL LLC is a Amherst, Massachusetts based financial advisory firm with nearly $630,872,497 in assets under management and provides investment advisory services for 1217 clients. There are currently 9 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Fixed fees, Performance Based
Firm CRD#:
133813
SEC#:
801-78332
No. of Clients:
1217
Assets under Management
$630,872,497
No. of Advisors:
9
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