Benjamin
Westerterp

1St Global Advisors Inc

CRD#2407034
Investment Advisor
in Austin, TX
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About this Advisor

Benjamin Westerterp is a certified financial planner based out of Austin, Texas, who has been in the advisory business for 25 years. Westerterp currently works for 1St Global Advisors Inc. Over the course of their career, Westerterp has held roles at 1St Global Advisors, Inc, 1St Global Capital Corp, B. Blake Westerterp, Cpa, Cfp and 1St Global Insurance Services, Inc. Westerterp has a Series 63 license, designating them as a securities agent, and can operate in Texas. 1St Global Advisors Inc is an advisory business operating in Austin, Texas. The investment advisory business has offices in 436 locations and a total of 1,049 employees. It oversees $10 billion in assets across its 28,955 customer accounts, making it one of the largest firms in the United States by assets under management. The firm serves 29 charities and foundations. Of its 28,955 customer accounts, just 9% are associated with high-net-worth investors who have greater than $1 million in assets. The company provides a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely are based on the financial services provided. Fee types charged by 1St Global Advisors Inc likely consist of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

25 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Disclosures

No

Office Location

7306 Bering Cove
Austin, TX 78720

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1St Global Advisors Inc Brokerage Details

Total Assets Under Management

$9,997,015,164

TX Average: $3,042,739,679
Total Number of Employees

1,049

TX Average: 49
Total Number of Accounts

28,955

TX Average: 2,315
Average Account Size

$345,260

TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Benjamin Westerterp Work History

Benjamin has 25 years of experience.

2005 - Present (14 years)

1St Global Insurance Services, Inc

1996 - Present (23 years)

B. Blake Westerterp, Cpa, Cfp

1994 - Present (25 years)

1St Global Advisors, Inc

1993 - Present (26 years)

1St Global Capital Corp

Disclosures

Benjamin Westerterp has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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