Unclaimed Profile

Lori Mahmud

WEST BRANCH CAPITAL LLC·AMHERST, Massachusetts

Clean recordWEST BRANCH CAPITAL LLC

9 RESEARCH DRIVE, AMHERST, MA 01002CRD# 6277783Firm CRD# 133813

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lori Mahmud · AMHERST, MA

Registration

CRD #6277783 · WEST BRANCH CAPITAL LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lori Mahmud 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WEST BRANCH CAPITAL LLC

AUM

$516M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WEST BRANCH CAPITAL LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 6277783

Firm CRD# 133813

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Frequently Asked Questions

What services does Lori Mahmud offer?

Lori Mahmud specializes in Financial Planning, Investment Management. Contact their office in AMHERST, Massachusetts for a consultation.

What are Lori Mahmud's credentials?

Lori Mahmud is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lori Mahmud located?

Lori Mahmud 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 Lori Mahmud charge for services?

Lori Mahmud'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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