Wesfair Advisory Group, Inc.
Wesfair Advisory Group, Inc. (CRD# 295320) is a financial advisory firm headquartered in Chappaqua, NY. They manage $18,887,004 in 11 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Wesfair Advisory Group, Inc.
By the Numbers
-
Total Assets Under Management19MILLION
-
Total Number of Accounts11ACCOUNTS
-
Average Account Value$1,717,000
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 businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Wesfair Advisory Group, Inc.
1
Daniel Griffin (CRD# 6932874) is an Investment Advisor Representative working at Wesfair Advisory Group, Inc. in Chappaqua, NY and has over 6 years of experience in the finance industry.
2
Jacob Hadad (CRD# 6932872) is an Investment Advisor Representative working at Wesfair Advisory Group, Inc. in Chappaqua, NY and has over 6 years of experience in the finance industry.
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