FIND A WESTOR CAPITAL GROUP, INC. FINANCIAL ADVISOR NEAR ME
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CRD#: 103823
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for WESTOR CAPITAL GROUP, INC. Comes From
Understanding the Statistics for WESTOR CAPITAL GROUP, INC. and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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HNWI
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Firm Disclosures
Regulatory Event
18
Financial
1
FIRM INFORMATION
Established
New York since 12/22/1999
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| MOHAWK MANAGEMENT CORP | SHARHOLDER | ||
| EVERCORE CAPITAL ADVISORS LLC | SHAREHOLDER | ||
| BACH, RICHARD HANS | PRESIDENT / CHIEF COMPLIANCE OFFICER / FINOP | 1011097 |
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at WESTOR CAPITAL GROUP, INC.
RM
Russell P Moskowitz
IAR
RR
CRD#: 7932316
Location:
New York, NY 10019
Company:
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclosures:
Experience:
1 year
RA
Ramon Vasquez Aguirre
IAR
CRD#: 6118768
Location:
Fort Worth, TX 76102
Company:
MONEY CONCEPTS CAPITAL CORP
Disclosures:
Experience:
12 years
GD
Gregory William Del Colombo
IAR
CRD#: 7456005
Location:
Philadelphia, PA 19103
Company:
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS
Disclosures:
Experience:
4 years
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