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WESCOTT FINANCIAL ADVISORY GROUP LLC
Tel: 215-979-1619
30 South 17th Street Philadelphia, Pennsylvania 19103-4196
WESCOTT FINANCIAL ADVISORY GROUP LLC
WESCOTT FINANCIAL ADVISORY GROUP LLC is a Philadelphia, Pennsylvania based financial advisory firm with nearly $3,477,406,798 in assets under management and provides investment advisory services for 3321 clients. There are currently 54 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Other (ASSET ALLOCATION, FAMILY OFFICE SOLUTION SERVICES)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
105989
SEC#:
801-29752
No. of Clients:
3321
Assets under Management
$3,477,406,798
No. of Advisors:
54
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