Westmore Asset Management

Finance · United States · 1-10 Employees

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Overview

Headquarters

United States

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
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1
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1

About Westmore Asset Management

Westmore Asset Management is a multi-family office that specializes in wealth management and corporate advisory solutions. The firm is dedicated to delivering long-term results with excellence and integrity, aligning its interests with those of its clients. It offers services designed to help families manage their wealth and navigate its complexities in a private and confidential environment. Supported by a team of professionals with extensive domestic and international expertise, Westmore Asset Management is a Registered Investment Advisor (RIA) with the SEC.Explore more
Popular SearchesWestmore Asset ManagementSIC Code 62,628NAICS Code 52,523Show more

Westmore Asset Management Org Chart

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Managing Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Westmore Asset Management

<$5M
1-10
Private
-
-
CC
Charles CarmonaManaging Partner
$5M
1-10
Private
-
2014
Timothy Hooker, Co-Founder & Manager, Private Wealth at Dynamic Wealth Solutions
Timothy HookerCo-Founder & Manager, Private Wealth
<$5M
1-10
Private
-
1985
N/A
<$5M
11-50
Private
<$5M
2018
DL
Dodd LouisChief Compliance Officer
<$5M
11-50
Private
-
2015
AL
Albert LuChief Information Security Officer & Director, Technology
<$5M
1-10
Private
-
-
SQ
Sean QuinnManager, Wealth
<$5M
1-10
Private
-
2020
JB
Justin BodnarCo-Founder & Vice President
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Company Profile Activity

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Activity Insights

Westmore Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Westmore Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Westmore Asset Management.

Westmore Asset Management Tech Stack

A closer look at the technologies used by Westmore Asset Management

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Frequently Asked Questions Regarding Westmore Asset Management

What is Westmore Asset Management's official website?
Westmore Asset Management's official website is www.westmoream.com
What is Westmore Asset Management's Revenue?
Westmore Asset Management's revenue is <$5 Million
What is Westmore Asset Management's SIC code?
Westmore Asset Management's SIC: 62,628
What is Westmore Asset Management's NAICS code?
Westmore Asset Management's NAICS: 52,523
How many employees does Westmore Asset Management have?
Westmore Asset Management has 1-10 employees
What industry does Westmore Asset Management belong to?
Westmore Asset Management is in the industry of: Finance, Securities Trading
What is Westmore Asset Management competition?
Westmore Asset Management top competitors include: Seaside Investment Advisers, Aurora Private Wealth, Dynamic Wealth Solutions, Vermont Wealth Management
What technology does Westmore Asset Management use?
Some of the popular technologies that Westmore Asset Management uses are: AppRiver, Google Font API, GoDaddy DNS, GoDaddy SSL Certificates
What does Westmore Asset Management do?

Westmore Asset Management is a multi-family office that specializes in wealth management and corporate advisory solutions. The firm is dedicated to delivering long-term results with excellence and integrity, aligning its interests with those of its clients. It offers services designed to help families manage their wealth and navigate its complexiti... es in a private and confidential environment. Supported by a team of professionals with extensive domestic and international expertise, Westmore Asset Management is a Registered Investment Advisor (RIA) with the SEC.Read More

Is Westmore Asset Management a public company?
Westmore Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Westmore Asset Management

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