Last updated: January 21st, 2020. Data source: SEC filings.
West Branch Capital, federally registered in 2013, is a Registered Investment Advisor (RIA) in 10 state(s) with a licensed staff of 7 advisors. West Branch Capital manages $323.6 million and provides investment advisory services for 307 clients (1:44 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Not Ranked|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||6|
|Percentage of Advisors Trusted||88%|
|Average Client Balance||$1,054,167|
|Total AUM||$323.6 million|
|Advisor / Client Ratio||1:44|
|SEC Filings||Forms and Brochures (CRD # 133813)|
|State(s) Registered||CA, CT, FL, LA, MA, NH, NY, NC, TX, VA|