Westco Advisory Services, Inc.
● SEC registered since 2008CRD 120755SEC# 801-69387Lynbrook, NY
Reg. AUM
$254M
Employees
6
Accounts
324
Location
Lynbrook, NY
Westco Advisory Services, Inc. assets under management
Westco Advisory Services, Inc. is a registered investment adviser overseen by the SEC based in Lynbrook, NY. The firm has been registered since 2008. It reports $254 million in regulatory assets under management and employs 6 people.
Westco Advisory Services, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Addison Justin Drummond Control | Chief Compliance Officer, Chief Executive Officer | 10-25% | 2026 |
| James Gerard Westmacott Control | Chief Investment Officer | Over 75% | 1995 |
| Kathryn Westmacott Domack Control | Cfo | 10-25% | 2025 |
Frequently asked questions
How much does Westco Advisory Services, Inc. manage?
Westco Advisory Services, Inc. reports $254 million in regulatory assets under management on its Form ADV.
How many employees does Westco Advisory Services, Inc. have?
Westco Advisory Services, Inc. reports 6 employees.
Where is Westco Advisory Services, Inc. located?
Westco Advisory Services, Inc. is based in Lynbrook, NY and has been SEC-registered since 2008.
Does Westco Advisory Services, Inc. disclose fund performance?
Westco Advisory Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 77 Hempstead Ave, Lynbrook, NY 11563-1637 |
| Phone | 516-593-5070 |
| Fax | 516-593-8152 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$254M▲ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$254Mregulatory AUM
Discretionary $252.6MNon-discretionary $1.4M