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WESTCO ADVISORY SERVICES, INC.
CRD 120755 · SEC 801-69387
77 HEMPSTEAD AVE, LYNBROOK, NY, 11563-1637, United States
Phone
516-593-5070
Fax
516-593-8152
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$254.0M
Discretionary AUM
$252.6M
Team
6 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 246 | $79.6M |
| High net worth individuals | 77 | $171.4M |
| Pension/profit sharing plans | 1 | $3.1M |
States served
NJ, NY, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD