Stephen
Crifasi
Westover Capital Advisors, LLC
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About this Advisor
Stephen Crifasi is a financial advisor based in Wilmington, Delaware, working with Westover Capital Advisors, LLC. Stephen has previously held positions at Westover Capital Advisors, LLC, Glenmede Trust Company, and Wilmington Trust Company. Stephen is registered to provide services in Delaware, Maryland, New Jersey, North Carolina, Pennsylvania, and Virginia. Currently, Stephen is part of Westover Capital Advisors, LLC, which operates out of Wilmington, Delaware. The firm has 8 employees and manages assets totaling $401.2 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Westover Capital Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Westover Capital Advisors, LLC Brokerage Details
$401,243,103
8
597
$672,099
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Stephen Crifasi Work History
Westover Capital Advisors, LLC
Glenmede Trust Company
Wilmington Trust Company
Disclosures
Please visit the SEC profile of Stephen Crifasi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Westover Capital Advisors, LLC
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
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