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THE WESTCHESTER GROUP, LLC
CRD 288959 · SEC 801-113448
MI, United States
Phone
419 290 0167
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$187.9M
Discretionary AUM
$50.3M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 13 | $10.3M |
| Corporations/business entities | 10 | — |
States served
MI, OH
Official SEC filing: View on IAPD