The Westchester Group, LLC
Firm details
- Headquarters
- ,
- CRD number
- 288959
- Registered since
- June 13, 2018
- Fee structure
- Percentage of AUM
- Client types
- State / Municipal Government94.51%
- HNWI5.49%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
The Westchester Group, LLC is an SEC-registered limited liability company that has operated as an institutional registered investment adviser since 2018. Ownership is held by an individual and the firm bills clients on a percentage-of-AUM basis. Its client mix includes high-net-worth individuals and families as well as institutional and business accounts. Advisory services center on portfolio management for individuals and small businesses and on portfolio management for businesses or institutional clients. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other37%
- US Government Bonds31%
- Investment Grade Corp Bonds17%
- State & Local Bonds9%
- Exchange Traded Equities3%
Owners & executives
1 of 1Jennifer Kielczewski
CEOCRD 5037135
Contacts
1 of 1William Kielczewski
PresidentCRD 4034356
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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