West Branch Capital LLC
Legal Name: WEST BRANCH CAPITAL LLC
9 RESEARCH DRIVE, SUITE 1, AMHERST, MA
413-256-1225
http://www.westbranchcapital.com
Frequently Asked Questions (FAQ)
Full Contact Details
West Branch Capital LLC
9 RESEARCH DRIVE, SUITE 1, AMHERST, MA
413-256-1225
413-253-5838
Other Info
WEST BRANCH CAPITAL LLC is a Massachusetts Limited Liability Company that boasts 11 employees, 7 of whom work in advisory roles. With an SEC approval and registration since July 24, 2013, this firm is dedicated to providing quality services to its 2 clients.
Home - West Branch Capital
Fee-only, fiduciary, SEC Registered Investment Advisers providing Investment-Wealth Management, Financial Planning, and Tax Strategies.
Direct Owners
-
AYAZ MAHMUD
MANAGING MEMBER, FOUNDER & CEO owns 75% or more
-
AYAZ MAHMUD
CHIEF COMPLIANCE OFFICER owns 75% or more
Firms Located Nearby
- Battery Global Advisors LLC
- BNY Investment Strategy and Solutions Group LLC
- Finepoint Capital LP
- Dubin Clark & Company Inc
- Beacon Financial Planning of CAPE COD Inc
- Altschuler James Stephen
- Cambridge Associates LLC
- Geode Capital Management LP
- Harbor Island Capital LLC
- Highfields Capital Management LP
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Aug 5, 2019
- SPDR S&P 500 ETF TR TR UNIT $9,636k
- Apple Inc $8,196k
- Amazon.com Inc $7,946k
- VERIZON COMMUNICATIONS $5,089k
- Boeing Co/The $4,723k
- MICROSOFT CORP $4,438k
- ALPHABET INC $4,406k
- JPMORGAN CHASE & CO $4,148k
- Lockheed Martin Corp $3,074k
- INTEL CORP $2,995k