West Branch Capitalverified_user

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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.

Trusted 2019 Trusted Firm


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Firm Information

Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 6
Percentage of Advisors Trusted 88%
Minimum Investment $1,000,000
Average Client Balance $1,054,167
Total AUM $323.6 million
Advisor / Client Ratio 1:44
Headquarters Amherst, MA
SEC Filings Forms and Brochures    (CRD # 133813)
State(s) Registered CA, CT, FL, LA, MA, NH, NY, NC, TX, VA

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