West Branch Capitalverified_user

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Last updated: February 18th, 2020. Data source: SEC filings.

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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.

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Firm Information


Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 20
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 View SEC IAPD CRD #133813
State(s) Registered CA, CT, FL, LA, MA, NH, NY, NC, TX, VA

SEC data last verified 02/18/2020. 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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