WEST BRANCH CAPITAL LLC

AMHERST, Massachusetts·3 registered advisors·CRD# 133813
SEC# 801-783323833-888-0534; 413-256-1225
01

Firm Overview

AUM
$516M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WEST BRANCH CAPITAL LLC

3 registered advisors
Ayaz Mahmud
AMHERST, Massachusetts
James Andrew Gass
AMHERST, Massachusetts
Lori Mahmud
AMHERST, Massachusetts
05

Office Locations

AMHERST, Massachusetts
3 advisors

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Data sourced from SEC Form ADV filings. WEST BRANCH CAPITAL LLC (CRD# 133813) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.