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WESTCO ADVISORY SERVICES, INC.

Advisory

N·LYNBROOK, NY

Data as of Feb 12, 2026 · Source: SEC Form ADV

Total AUM
$254M
1-Year AUM Growth
+18.2%
3-Year CAGR
+11.3%
Employees
5
Assets Under Management
Total AUM$254M
Discretionary AUM$253M
Non-Discretionary AUM$1M
Discretionary %99.4%
Total Clients317
Team
Total Employees5
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record32
First FilingJun 27, 2008
Latest FilingFeb 12, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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