WESTCHESTER CAPITAL MANAGEMENT INC

OMAHA, Nebraska·3 registered advisors·CRD# 110961
SEC# 801-284980402-392-2418
01

Firm Overview

AUM
$503M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at WESTCHESTER CAPITAL MANAGEMENT INC

3 registered advisors
Cindy Lou Christensen
OMAHA, Nebraska
Donna Charlotte Erickson-Nelson
OMAHA, Nebraska
James Alan Rogers
OMAHA, Nebraska
05

Office Locations

OMAHA, Nebraska
3 advisors

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Data sourced from SEC Form ADV filings. WESTCHESTER CAPITAL MANAGEMENT INC (CRD# 110961) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.