WEST BRANCH CAPITAL LLC
Amherst, MA
AUM
$690.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
833-888-0534; 413-256-1225
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MA, AMHERST
3 advisers found
Amherst, MA
AUM
$690.1M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
833-888-0534; 413-256-1225
Amherst, MA
AUM
$109.8M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
413-313-5037
Amherst, MA
AUM
$29.3M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
413.259.1900