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).

By the Numbers
  • Total Assets Under Management
    920
    MILLION
  • Total Number of Accounts
    1,251
    ACCOUNTS
  • Average Account Value
    $735,412
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, LA, NV, OR, PA, TX, WA

Financial Advisors at Wescap Group
Showing 1 - 6 of 6 top financial advisors.
1
Andrew M. Edstrom
CRD#: 4687198
330 N. Brand Blvd, Suite 850, Glendale, CA 91203

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.

2
Joel S. Edstrom
CRD#: 4340229
330 N. Brand Blvd, Suite 850, Glendale, CA 91203

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.

3
Mark M. Gleason
CRD#: 1172676
330 N. Brand Blvd, Suite 850, Glendale, CA 91203

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.

4
Eric A. Weinlein
CRD#: 1062833
330 N. Brand Blvd, Suite 850, Glendale, CA 91203

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.

5
Ara Gasparian
CRD#: 7657236
330 N. Brand Blvd, Suite 850, Glendale, CA 91203

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.

6
Jeffrey S. Petersen
CRD#: 7328591
330 N. Brand Blvd, Suite 850, Glendale, CA 91203

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.