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West Branch Capital Reviewverified_user

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The following automated report was generated using SEC and FINRA data and was last updated on June 1st, 2020*. For data support, email "support@investor.com". Views: 475 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.

West Branch Capital, registered in 2013, is a Registered Investment Advisor (RIA) in 10 state(s) with a licensed staff of 8 advisors. West Branch Capital manages $410.8 million and provides investment advisory services for 355 clients (1:45 advisor/client ratio).

Trusted

Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 21
Minimum Investment $1,000,000
Average Client Balance $1,157,157
Total AUM $410.8 million
Advisor / Client Ratio 1:45
Headquarters Amherst, MA
SEC Filings View SEC IAPD CRD #133813
State(s) Registered CA, CT, FL, LA, MA, NH, NY, NC, TX, VA


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*SEC data last verified 06/01/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.


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