WEALTH ADVISORY GROUP, INC.

1055 Westlakes Drive
Ste 130
Berwyn, Pennsylvania 19312
Tel: 610-225-1000

About WEALTH ADVISORY GROUP, INC.

WEALTH ADVISORY GROUP, INC, formally registered with the SEC as WEALTH ADVISORY GROUP, INC. The firm was established in 03/07/2016. They have over 1 offices throughout the country.

WEALTH ADVISORY GROUP, INC. is a Berwyn, Pennsylvania based Financial Planning firm with nearly $581,158,400 assets under management, offering retirement planning & investment advisory services to 673 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	122269
SEC#	801-107381
Assets Managed by Firm	$581,158,400
No. of Clients	673
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

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

Firm Client Information

	No. of Clients	AUM
Firm Total	673	$581,158,400
Individuals (other than high net worth individuals)	131	$34,329,681
High net worth individuals	61	$139,159,100
Pension and profit sharing plans	94	$401,246,615
Charitable organizations	Fewer than 5 clients	$5,225,962
Corporations or other businesses	Fewer than 5 clients	$1,197,042

More Retirement Planning firms in Berwyn, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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