Westmark Capital Management, LLC is a large advisory firm based in Chesterfield. It manages $12 million of regulatory assets for 75 client accounts. It has been registered with the SEC as an adviser since 2005.
Westmark Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Westmark Capital Management, LLC is $12 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Westmark Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Tim Edward Fortier has served as the Chief Investment Officer since 1 Oct 2002. John Joseph Puricelli joined the executive team most recently as the Chief Operating Officer.
The principal office where Westmark Capital Management, LLC performs its advisory services is located at 16090 Swingley Ridge Road, Chesterfield, MO 63017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 636-449-1440 or by fax 636-449-1450. The normal business hours are 8:00 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at castlecapitalmgt.com.