West Chester Capital Advisors is an investment advisor in Johnstown with $1.26 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
West Chester Capital Advisors, Westchester Capital Advisors
SEC CIK
IRS number
232784994
SEC advisor number
801-47835
FINRA CRD number
105846
AUM ?
$1.12 bn
(as of 19 Apr 24)
Accounts
1,276
(as of 19 Apr 24)
Employees
4
(3 investment advisory or research)
Address
West Chester Capital Advisors
216 FRANKLIN STREET
JOHNSTOWN
PA 15901
216 FRANKLIN STREET
JOHNSTOWN
PA 15901
Phone
8145335338
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
28 Jul 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
5 Nov 21
13F-HR
Quarterly holdings report by institutional manager
15 Jul 21