Westover Capital Advisors LLC
Legal Name: WESTOVER CAPITAL ADVISORS, LLC
Full Contact Details
Westover Capital Advisors LLC
1013 CENTRE RD,, SUITE 405, WILMINGTON, DE
302-427-9600
302-427-8900
Other Info
Westover Capital Advisors LLC, a DE Limited Liability Company, has recently been approved by the U.S. Securities and Exchange Commission and has been providing advisory services since 2005. The company currently employs 5 individuals, with 3 employees working in an advisory role, and the number of clients they serve remains unknown.
Home - Westover Capital Advisors
Westover Capital provides investment management, wealth management, and tax services to high-net-worth individuals, families, and foundations.
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
Firms Located Nearby
- Dupont Capital Management Corp
- Pillar Wealth Advisors LLC
- BlackRock Advisors LLC
- Windmark Investment Partners Inc
- Coastal Investment Advisors Inc
- Integrated Wealth Advisors LLC
- BlackRock Capital Investment Advisors LLC
- Diversified Partners Inc
- MPA Capital Management LLC
- Diversified Financial Consultants LLC
Top Holdings
- SPDR PORTFOLIO SHORT TERM TREASURY ETF $7,719k
- Apple Inc $7,585k
- SPDR Inv't Grade Floating Rate $6,405k
- Thermo Fisher Scientific Inc $6,399k
- DISNEY WALT CO $5,630k
- ISHARES TR MIN VOL EAFE ETF $5,563k
- ALPHABET INC $5,339k
- SPDR SERIES TRUST $5,330k
- ICON PLC $5,062k
- JPMORGAN CHASE & CO $5,035k