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WESCAP GROUP
330 N. Brand Blvd
Suite 850
Glendale, California 91203
Tel: 818-563-5170
About WESCAP GROUP
WESCAP GROUP, formally registered with the SEC as WESCAP GROUP. The firm was established in 05/20/1988. They have over 1 offices throughout the country.
WESCAP GROUP is a Glendale, California based Financial Planning firm with nearly $849,700,000 assets under management, offering retirement planning & investment advisory services to 1248 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 104759 |
| SEC# | 801-32095 |
| Assets Managed by Firm | $849,700,000 |
| No. of Clients | 1248 |
| No. of Advisors | 13 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1248 | $849,700,000 |
| Individuals (other than high net worth individuals) | 117 | $53,400,000 |
| High net worth individuals | 191 | $779,600,000 |
| Charitable organizations | 2 | $9,200,000 |
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