West Oak Hill Asset Management Inc is a large advisory firm based in Jamestown. It manages $164.94 million of regulatory assets for 1,128 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Maryland, and 4 other states.
West Oak Hill Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for approximately 1,100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of West Oak Hill Asset Management Inc is $164.94 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay West Oak Hill Asset Management Inc for their services and products based on a percentage of assets under management and performance-based fees. 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.
Peter Beebe Sullivan has been acting as President since 1 May 1991. Tonie Lee Wirsen joined the executive team most recently as the Administrative Assistant.
The principal office where West Oak Hill Asset Management Inc performs its advisory services is located at 1/2 West Oak Hill Road, Jamestown, NY 14701 The mailing address of the firm is P O Box 459, Jamestown, NY 14702 0459. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 716-664-7077 or by fax 716-661-9659. The normal business hours are 8 am. - 5 p.m. on Monday - Friday.