Westover Capital Advisors is an investment advisor in Wilmington with $341.68 mm assets under management.
Company profile
Website
Employees
Location
SEC CIK
IRS number
510394662
SEC advisor number
801-64380
FINRA CRD number
126520
AUM ?
$401.24 mm
(as of 21 Mar 24)
Accounts
597
(as of 21 Mar 24)
Employees
8
(5 investment advisory or research)
Address
Westover Capital Advisors
1013 CENTRE RD.
SUITE 405
WILMINGTON
DE 19805
1013 CENTRE RD.
SUITE 405
WILMINGTON
DE 19805
Phone
302-427-9600
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
22 May 23
13F-HR
Quarterly holdings report by institutional manager
18 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21