Wealth Advisory Group, Inc.
Wealth Advisory Group, Inc. (CRD# 122269) is a financial advisory firm headquartered in Berwyn, PA. They manage $581,158,400 in 673 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Wealth Advisory Group, Inc.
By the Numbers
-
Total Assets Under Management581MILLION
-
Total Number of Accounts673ACCOUNTS
-
Average Account Value$863,534
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- 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)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MD, NJ, PA, TX
Financial Advisors at Wealth Advisory Group, Inc.
1
Robert Norton (CRD# 1101524) is an Investment Advisor Representative working at Wealth Advisory Group, Inc. in Berwyn, PA and has over 40 years of experience in the finance industry.
2
Gerald Preschutti (CRD# 5613533) is an Investment Advisor Representative working at Wealth Advisory Group, Inc. in Berwyn, PA and has over 14 years of experience in the finance industry.
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