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James Andrew Gass

WEST BRANCH CAPITAL LLC·AMHERST, Massachusetts
Unclaimed Profile
9 RESEARCH DRIVE, AMHERST, MA 01002CRD# 5669187Firm CRD# 133813
01

About

James Andrew Gass is a registered financial advisor based in AMHERST, Massachusetts, affiliated with WEST BRANCH CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WEST BRANCH CAPITAL LLC
WEST BRANCH CAPITAL LLC
AUM
$516M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at WEST BRANCH CAPITAL LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5669187
Firm CRD# 133813
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Andrew Gass offer?
James Andrew Gass specializes in Financial Planning, Investment Management. Contact their office in AMHERST, Massachusetts for a consultation.
What are James Andrew Gass's credentials?
James Andrew Gass is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Andrew Gass located?
James Andrew Gass is based in AMHERST, Massachusetts, working with WEST BRANCH CAPITAL LLC. Their office serves clients in the AMHERST metropolitan area and surrounding communities.
How does James Andrew Gass charge for services?
James Andrew Gass's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEST BRANCH CAPITAL LLC?
WEST BRANCH CAPITAL LLC has approximately 11 employees and manages $516M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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