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 7 offices throughout the country.

WESCOTT FINANCIAL ADVISORY GROUP LLC is a Philadelphia, Pennsylvania based Financial Planning firm with nearly $3,477,406,798 assets under management, offering retirement planning & investment advisory services to 3321 clients. The firm is staffed with 54 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105989
SEC#	801-29752
Assets Managed by Firm	$3,477,406,798
No. of Clients	3321
No. of Advisors	54

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
Pesnsion consulting services
Selection for other advisors
Other (ASSET ALLOCATION, FAMILY OFFICE SOLUTION SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	3321	$3,477,406,798
Individuals (other than high net worth individuals)	198	$72,649,692
High net worth individuals	567	$2,406,564,912
Pension and profit sharing plans	4	$900,625,618
Charitable organizations	14	$97,064,511
Corporations or other businesses	2	$502,065

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