Wescap Group
Wescap Group (CRD# 104759) is a financial advisory firm headquartered in Glendale, CA. They manage $920,000,000 in 1,251 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management920MILLION
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Total Number of Accounts1,251ACCOUNTS
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Average Account Value$735,412
- 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 pooled investment vehicles (other than investment companies)
AZ, CA, CO, LA, NV, OR, PA, TX, WA
Andrew Edstrom (CRD# 4687198) is an Investment Advisor Representative working at Wescap Group in Glendale, CA and has over 18 years of experience in the finance industry.
Joel Edstrom (CRD# 4340229) is an Investment Advisor Representative working at Wescap Group in Glendale, CA and has 1 year of experience in the finance industry.
Mark Gleason (CRD# 1172676) is an Investment Advisor Representative working at Wescap Group in Glendale, CA and has over 31 years of experience in the finance industry.
Eric Weinlein (CRD# 1062833) is an Investment Advisor Representative working at Wescap Group in Glendale, CA and has 1 year of experience in the finance industry.
Ara Gasparian (CRD# 7657236) is an Investment Advisor Representative working at Wescap Group in Glendale, CA and has 1 year of experience in the finance industry.
Jeffrey Petersen (CRD# 7328591) is an Investment Advisor Representative working at Wescap Group in Glendale, CA and has 1 year of experience in the finance industry.