WPG FINANCIAL GROUP, LLC

3600 O'Donnell Street
Suite 860
Baltimore, Maryland 21224
Tel: 410-522-2030

About WPG FINANCIAL GROUP, LLC

WPG FINANCIAL GROUP, LLC, formally registered with the SEC as WPG FINANCIAL GROUP, LLC. The firm was established in 09/27/2018. They have over 1 offices throughout the country.

WPG FINANCIAL GROUP, LLC is a Baltimore, Maryland based Financial Planning firm with nearly $301,238,656 assets under management, offering retirement planning & investment advisory services to 1008 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	291708
SEC#	801-114047
Assets Managed by Firm	$301,238,656
No. of Clients	1008
No. of Advisors	6

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 businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1008	$301,238,656
Individuals (other than high net worth individuals)	303	$65,180,912
High net worth individuals	62	$174,479,410
Pension and profit sharing plans	20	$55,275,047
Charitable organizations	Fewer than 5 clients	$3,219,036
Corporations or other businesses	5	$3,084,251

More Retirement Planning firms in Baltimore, Maryland:

Firm Name	Assets Under Management	Total Clients	Total Advisors
T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,752,267,028,988	4696	3814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$193,065,874,997	68	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

Explore More Retirement Advisors in Baltimore, Maryland

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.