West Oak Hill Asset Management Inc (Jamestown)

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.

West Oak Hill Asset Management: assets under management

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 firm manages $164.94 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $146.23 thousand each.

Fees & Commissions

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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at West Oak Hill Asset Management Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Peter Beebe Sullivan	President	1 May 1991	50% - 75%	439771
Deborah Ann Graves	Vice president/treasurer	1 May 1991	Other	1262477
Richard Douglas Wight	Executive vice president	1 Mar 1992	Other	1325894
Judy Rae Greyber	Corporate secretary	1 Sep 1992	Other	843468
Rolland Elliot Kidder	Vice president	1 Dec 1999	Other	2585071
Tonie Lee Wirsen	Administrative assistant	1 Jan 2000	Other	4373018

Based in Jamestown

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.