WESCOTT FINANCIAL ADVISORY GROUP LLC

30 South 17th Street
Philadelphia, Pennsylvania 19103-4196
Tel: 215-979-1619

About WESCOTT FINANCIAL ADVISORY GROUP LLC

WESCOTT FINANCIAL ADVISORY GROUP LLC, formally registered with the SEC as WESCOTT FINANCIAL ADVISORY GROUP LLC. The firm was established in 06/11/1987. They have over 4 offices throughout the country.

WESCOTT FINANCIAL ADVISORY GROUP LLC is a Philadelphia, Pennsylvania based Financial Planning firm with nearly $3,386,326,881 assets under management, offering retirement planning & investment advisory services to 3306 clients. The firm is staffed with 51 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105989
SEC#	801-29752
Assets Managed by Firm	$3,386,326,881
No. of Clients	3306
No. of Advisors	51

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3306	$3,386,326,881
Individuals (other than high net worth individuals)	221	$89,392,417
High net worth individuals	533	$2,169,942,646
Pension and profit sharing plans	5	$1,034,124,127
Charitable organizations	13	$91,675,462
Corporations or other businesses	2	$1,192,229

Inquire with WESCOTT FINANCIAL ADVISORY GROUP LLC

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