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WESCAP GROUP

Tel: 818-563-5170
330 N. Brand Blvd
Suite 850
Glendale, California  91203

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WESCAP GROUP

WESCAP GROUP is a Glendale, California based financial advisory firm with nearly $920,000,000 in assets under management and provides investment advisory services for 1251 clients. There are currently 13 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

104759

SEC#:

801-32095

No. of Clients:

1251

Assets under Management

$920,000,000

No. of Advisors:

13

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