Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > glendale > WESCAP GROUP
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 $920,000,000 assets under management, offering retirement planning & investment advisory services to 1251 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 | $920,000,000 |
| No. of Clients | 1251 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1251 | $920,000,000 |
| Individuals (other than high net worth individuals) | 136 | $54,000,000 |
| High net worth individuals | 192 | $851,000,000 |
| Charitable organizations | 2 | $10,000,000 |
More Retirement Planning firms in Glendale, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Glendale, California