WESTCO ADVISORY SERVICES, INC.
CRD #120755 SEC #801-69387 LYNBROOK, NY 516-593-5070
SEC Registered
Total AUM
$251.8M
Discretionary
$250.3M
Employees
8
Clients
1
Accounts
317
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $251.8M | $250.3M | $1.5M | 8 | 0 |
| Oct 2025 | $251.8M | $250.3M | $1.5M | 8 | 0 |
| Jul 2025 | $251.8M | $250.3M | $1.5M | 8 | 0 |
| Mar 2025 | $251.8M | $250.3M | $1.5M | 8 | 0 |
| Sep 2024 | $214.9M | $213.6M | $1.3M | 8 | 0 |
| Feb 2024 | $214.9M | $213.6M | $1.3M | 8 | 0 |
| Jul 2023 | $185M | $184.1M | $913.1K | 8 | 0 |
| Jun 2023 | $185M | $184.1M | $913.1K | 8 | 0 |
| May 2023 | $185M | $184.1M | $913.1K | 7 | 0 |
| Mar 2023 | $185M | $184.1M | $913.1K | 6 | 0 |
| May 2022 | $223.9M | $222.9M | $988.6K | 6 | 0 |
| Mar 2022 | $223.9M | $222.9M | $988.6K | 6 | 0 |
| Mar 2021 | $177.5M | $176M | $1.5M | 6 | 0 |
| Mar 2021 | $149.4M | $148.5M | $855.5K | 5 | 3 |
| Sep 2020 | $149.4M | $148.5M | $855.5K | 5 | 3 |
| Jul 2020 | $149.4M | $148.5M | $855.5K | 5 | 3 |
| Jun 2020 | $149.4M | $148.5M | $855.5K | 5 | 3 |
| Jun 2020 | $149.4M | $148.5M | $855.5K | 5 | 3 |
| Jun 2020 | $149.4M | $148.5M | $855.5K | 5 | 3 |
| Mar 2020 | $149.4M | $148.5M | $855.5K | 5 | 3 |
| Mar 2019 | $132.5M | $129.5M | $2.9M | 5 | 0 |
| Mar 2018 | $142.5M | $136.5M | $6M | 5 | 0 |
| Jun 2017 | $124.7M | $123.9M | $786.8K | 5 | 300 |
| Mar 2017 | $103.6M | $102.9M | $740.4K | 5 | 200 |
| Mar 2016 | $91.9M | $84.6M | $7.3M | 4 | 200 |
| Dec 2015 | $91.8M | $84.5M | $7.3M | 4 | 200 |
| May 2015 | $91.8M | $84.5M | $7.3M | 4 | 200 |
| Mar 2015 | $91.8M | $84.5M | $7.3M | 4 | 200 |
| Mar 2014 | $78.6M | $75.7M | $2.9M | 4 | 200 |
| Apr 2013 | $60M | $57M | $3.1M | 3 | 200 |
| Mar 2012 | $54.5M | $49.9M | $4.7M | 1 | 200 |
| Mar 2011 | $44.4M | $41.9M | $2.5M | 5 | -- |
| Mar 2010 | $36.2M | $33.6M | $2.6M | 5 | -- |
DateOct 2025
Total AUM$251.8M
Discretionary$250.3M
Non-Disc.$1.5M
Employees8
Clients0
DateOct 2025
Total AUM$251.8M
Discretionary$250.3M
Non-Disc.$1.5M
Employees8
Clients0
DateJul 2025
Total AUM$251.8M
Discretionary$250.3M
Non-Disc.$1.5M
Employees8
Clients0
DateMar 2025
Total AUM$251.8M
Discretionary$250.3M
Non-Disc.$1.5M
Employees8
Clients0
DateSep 2024
Total AUM$214.9M
Discretionary$213.6M
Non-Disc.$1.3M
Employees8
Clients0
DateFeb 2024
Total AUM$214.9M
Discretionary$213.6M
Non-Disc.$1.3M
Employees8
Clients0
DateJul 2023
Total AUM$185M
Discretionary$184.1M
Non-Disc.$913.1K
Employees8
Clients0
DateJun 2023
Total AUM$185M
Discretionary$184.1M
Non-Disc.$913.1K
Employees8
Clients0
DateMay 2023
Total AUM$185M
Discretionary$184.1M
Non-Disc.$913.1K
Employees7
Clients0
DateMar 2023
Total AUM$185M
Discretionary$184.1M
Non-Disc.$913.1K
Employees6
Clients0
DateMay 2022
Total AUM$223.9M
Discretionary$222.9M
Non-Disc.$988.6K
Employees6
Clients0
DateMar 2022
Total AUM$223.9M
Discretionary$222.9M
Non-Disc.$988.6K
Employees6
Clients0
DateMar 2021
Total AUM$177.5M
Discretionary$176M
Non-Disc.$1.5M
Employees6
Clients0
DateMar 2021
Total AUM$149.4M
Discretionary$148.5M
Non-Disc.$855.5K
Employees5
Clients3
DateSep 2020
Total AUM$149.4M
Discretionary$148.5M
Non-Disc.$855.5K
Employees5
Clients3
DateJul 2020
Total AUM$149.4M
Discretionary$148.5M
Non-Disc.$855.5K
Employees5
Clients3
DateJun 2020
Total AUM$149.4M
Discretionary$148.5M
Non-Disc.$855.5K
Employees5
Clients3
DateJun 2020
Total AUM$149.4M
Discretionary$148.5M
Non-Disc.$855.5K
Employees5
Clients3
DateJun 2020
Total AUM$149.4M
Discretionary$148.5M
Non-Disc.$855.5K
Employees5
Clients3
DateMar 2020
Total AUM$149.4M
Discretionary$148.5M
Non-Disc.$855.5K
Employees5
Clients3
DateMar 2019
Total AUM$132.5M
Discretionary$129.5M
Non-Disc.$2.9M
Employees5
Clients0
DateMar 2018
Total AUM$142.5M
Discretionary$136.5M
Non-Disc.$6M
Employees5
Clients0
DateJun 2017
Total AUM$124.7M
Discretionary$123.9M
Non-Disc.$786.8K
Employees5
Clients300
DateMar 2017
Total AUM$103.6M
Discretionary$102.9M
Non-Disc.$740.4K
Employees5
Clients200
DateMar 2016
Total AUM$91.9M
Discretionary$84.6M
Non-Disc.$7.3M
Employees4
Clients200
DateDec 2015
Total AUM$91.8M
Discretionary$84.5M
Non-Disc.$7.3M
Employees4
Clients200
DateMay 2015
Total AUM$91.8M
Discretionary$84.5M
Non-Disc.$7.3M
Employees4
Clients200
DateMar 2015
Total AUM$91.8M
Discretionary$84.5M
Non-Disc.$7.3M
Employees4
Clients200
DateMar 2014
Total AUM$78.6M
Discretionary$75.7M
Non-Disc.$2.9M
Employees4
Clients200
DateApr 2013
Total AUM$60M
Discretionary$57M
Non-Disc.$3.1M
Employees3
Clients200
DateMar 2012
Total AUM$54.5M
Discretionary$49.9M
Non-Disc.$4.7M
Employees1
Clients200
DateMar 2011
Total AUM$44.4M
Discretionary$41.9M
Non-Disc.$2.5M
Employees5
Clients--
DateMar 2010
Total AUM$36.2M
Discretionary$33.6M
Non-Disc.$2.6M
Employees5
Clients--