Wealth Advisory Group, Inc.
Wealth Advisory Group, Inc. (CRD# 122269) is a financial advisory firm headquartered in Berwyn, PA. They manage $138,000,000 in 120 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management138MILLION
Total Number of Accounts120ACCOUNTS
Average Account Value$1,150,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Robert Norton (CRD# 1101524) is an Investment Advisor Representative working at Wealth Advisory Group, Inc. in Berwyn, PA and has over 34 years of experience in the finance industry.
Brian Sullivan (CRD# 1720097) is an Investment Advisor Representative working at Wealth Advisory Group, Inc. in Berwyn, PA and has over 30 years of experience in the finance industry.