West Branch Capital LLC is a large advisory firm based in Amherst. It manages $323.63 million of regulatory assets for 950 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Connecticut, Louisiana, and 9 other states.
West Branch Capital provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of West Branch Capital LLC is $323.63 million. The firm's AUM has grown by 1961% since the beginning of its operation, and $1.83 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay West Branch Capital LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of West Branch Capital is high net worth individuals with 109 clients and $234.02 million of assets under management. Among the 10 most similar advisory firms, West Branch Capital has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $310.29 million for 307 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
West Branch Capital doesn't advise any private funds.
The company employs 11 people that are either part- or full-time employees. 64 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where West Branch Capital LLC performs its advisory services is located at 9 Research Drive, Amherst, MA 01002 The mailing address of the firm is P.O. Box 2067, Amherst, MA 01004. An additional office of the firm is in Orleans, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 413-256-1225 or by fax 413-253-5838. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at westbranchcapital.com.