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Westbrook Asset Management, LLC (Garden City)


Westbrook Asset Management, LLC is an adviser based in Garden City. It manages $9.96 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of New York.

Westbrook Asset Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Westbrook Asset Management: assets under management

The assets under management (AUM) of Westbrook Asset Management, LLC is $9.96 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $9.96 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.96 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Westbrook Asset Management, LLC for their services and products based on a percentage of assets under management. 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.

Based in Garden City

The principal office where Westbrook Asset Management, LLC performs its advisory services is located at 1055 Franklin Avenue, Garden City, NY 11530, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 516-535-5784 or by fax 516-535-5786. The normal business hours are 8:00 am to 6:00 pm on Monday - Friday.


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