West Branch Capital is an investment advisor in Amherst with $509.64 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
134293612
SEC advisor number
801-78332
FINRA CRD number
133813
AUM ?
$516.43 mm
(as of 18 Feb 24)
Accounts
1,238
(as of 18 Feb 24)
Employees
11
(6 investment advisory or research)
Address
West Branch Capital
9 RESEARCH DRIVE, SUITE 1
PO BOX 2067
AMHERST
MA 01004
9 RESEARCH DRIVE, SUITE 1
PO BOX 2067
AMHERST
MA 01004
Phone
413-256-1225
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
20 Oct 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
19 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
24 Jan 22
13F-HR
Quarterly holdings report by institutional manager
9 Nov 21