Westover Capital Advisors LLC
Legal Name: WESTOVER CAPITAL ADVISORS, LLC
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Other Info
Westover Capital Advisors LLC is legally known as WESTOVER CAPITAL ADVISORS, LLC. It is a DE Limited Liability Company. This firm has 5 employees, of which 3 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jun 3, 2005.
Westover Capital Advisors
About Us Our Approach Services Insights Contact Clients Menu Focused on You. Thoughtful Advice. Innovative Solutions. Committed to You. 1 2 3 4 Welcome to Westover Capital Westover Capital Advisors (Westover) is an independent, privately-owned investment and wealth management firm founded in 1999. W…
Direct Owners
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HAROLD MURRAY SAWYER
VICE PRESIDENT & CHIEF INVESTMENT OFFICER owns more than 50% but less than 75%
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MATTHEW COLE BEARDWOOD
DIRECTOR OF WEALTH MANAGEMENT AND CHIEF COMPLIANCE OFFICER owns less than 5%
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SAWYER, JR., HAROLD, MURRAY
CHIEF EXECUTIVE OFFICER owns 75% or more
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Top Holdings
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