WEST BRANCH CAPITAL LLC

9 Research Drive
Suite 1
Amherst, Massachusetts 01002
Tel: 833-888-0534; 413-256-1225

About WEST BRANCH CAPITAL LLC

WEST BRANCH CAPITAL LLC, formally registered with the SEC as WEST BRANCH CAPITAL LLC. The firm was established in 07/24/2013. They have over 4 offices throughout the country.

WEST BRANCH CAPITAL LLC is a Amherst, Massachusetts based Financial Planning firm with nearly $630,872,497 assets under management, offering retirement planning & investment advisory services to 1217 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	133813
SEC#	801-78332
Assets Managed by Firm	$630,872,497
No. of Clients	1217
No. of Advisors	9

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1217	$630,872,497
Individuals (other than high net worth individuals)	162	$80,207,878
High net worth individuals	209	$524,909,955
Pension and profit sharing plans	Fewer than 5 clients	$19,553,784
Charitable organizations	Fewer than 5 clients	$4,192,756
Corporations or other businesses	Fewer than 5 clients	$2,008,124

More Retirement Planning firms in Amherst, Massachusetts:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 245 Summer Street Boston, MA, 02210	$3,964,385,404,654	31349	1264
WELLINGTON MANAGEMENT COMPANY LLP 280 Congress Street Boston, MA, 02210	$1,282,732,502,947	1559	2021
GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 02110	$1,062,795,395,069	172	161
SSGA FUNDS MANAGEMENT, INC. 1 Iron Street Boston, MA, 02210	$1,014,331,002,469	246	243
STRATEGIC ADVISERS LLC 155 Seaport Blvd Boston, MA, 02210-2698	$824,740,096,815	1965880	269

Explore More Retirement Advisors in Amherst, Massachusetts

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.