West Branch Capital LLC

West Branch Capital LLC (CRD# 133813) is a financial advisory firm headquartered in Amherst, MA. They manage $516,426,665 in 1,238 accounts and serve the financial needs of clients across 21 states (or territories).

Current Firm Details
9 Research Drive, Suite 1, Amherst, MA 01002
http://www.westbranchcapital.com
By the Numbers
  • Total Assets Under Management
    516
    MILLION
  • Total Number of Accounts
    1,238
    ACCOUNTS
  • Average Account Value
    $417,146
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, LA, MA, ME, MI, NC, NH, NJ, NM, NY, OH, OR, PA, RI, TX, VA, VT, WA

Financial Advisors at West Branch Capital LLC
Showing 1 - 5 of 5 top financial advisors.
1
Anne Christopulos, financial advisor Hyannis MA
Anne E. Christopulos
CRD#: 2077885
100 Independence Drive, Suite 123, Hyannis, MA 02601

Anne Christopulos (CRD# 2077885) is an Investment Advisor Representative working at West Branch Capital LLC in Hyannis, MA and has over 22 years of experience in the finance industry.

2
David Fadel, financial advisor Williamsville NY
David L. Fadel
CRD#: 1253770
300 International Drive, Suite 134, Williamsville, NY 14221

David Fadel (CRD# 1253770) is an Investment Advisor Representative working at West Branch Capital LLC in Williamsville, NY and has over 39 years of experience in the finance industry.

3
James Ho, financial advisor Amherst MA
James K. Ho
CRD#: 2036580
9 Research Drive, Suite 1, Amherst, MA 01002

James Ho (CRD# 2036580) is an Investment Advisor Representative working at West Branch Capital LLC in Amherst, MA and has 1 year of experience in the finance industry.

4
Ayaz Mahmud, financial advisor Amherst MA
Ayaz Mahmud
CRD#: 1094095
9 Research Drive, Suite 1, Amherst, MA 01002

Ayaz Mahmud (CRD# 1094095) is an Investment Advisor Representative working at West Branch Capital LLC in Amherst, MA and has over 41 years of experience in the finance industry.

5
Howard Singer, financial advisor Amherst MA
Howard E. Singer
CRD#: 2075159
9 Research Drive, Suite 1, Amherst, MA 01002

Howard Singer (CRD# 2075159) is an Investment Advisor Representative working at West Branch Capital LLC in Amherst, MA and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals