The Westchester Group, LLC
The Westchester Group, LLC is an SEC-registered ria with $187.9M assets under management (AUM, regulatory AUM), +4% over one year. See who owns The Westchester Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288959, SEC 801-113448, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $187.9M (2026-03-11)
- Firm type
- Ria
- Employees
- 2
- Clients
- 23
- CRD
- 288959
- Ownership
- KIELCZEWSKI, JENNIFER, JO; KIELCZEWSKI, WILLIAM, JOSEPH
How much AUM does The Westchester Group, LLC have?
The Westchester Group, LLC reported $187.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns The Westchester Group, LLC?
Disclosed owners and executives of The Westchester Group, LLC include KIELCZEWSKI, JENNIFER, JO, KIELCZEWSKI, WILLIAM, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.