Westmount Capital Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
0
Advisors
1
of 1 employees
About
Westmount Capital Group LLC provides investment advisory and wealth management services to high‑net‑worth individuals, family offices, trusts, and estates, offering portfolio management, asset allocation, and estate‑plan review. The brochure notes the firm is in the process of registering and reports approximately $0 in regulatory assets under management, with a typical account minimum of $10,000,000 (waivers permitted).
The firm combines fundamental and quantitative analysis and pursues strategies that can include long‑term equity and fixed income investing, tactical asset allocation, and alternative investments, while generally managing accounts on a discretionary basis. Westmount recommends Interactive Brokers as its custodian, aggregates trades when possible, conducts account reviews at least quarterly, and does not charge performance‑based fees.
What distinguishes Westmount from many peers is the principal’s long institutional background — including founding regulated investment businesses and a broker‑dealer in other jurisdictions and holding CFA and CPWA credentials — and the firm’s ongoing real estate consulting practice covering roughly ten assets (about 15 hours per week). The firm also discloses arrangements to pay solicitors for client referrals, maintains a formal Code of Ethics with pre‑clearance and blackout requirements for personal trading, and typically votes client proxies.
Client services
Expertise
Fee options
Account minimum: $10,000,000 Minimum fee: Base retainer fee (specific amount not stated)
Main office
4 Warwick Rd
Summit NJ 07901
Advisors at this office
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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