Westward Planning Group
Westward Planning Group (CRD# 301666) is a financial advisory firm headquartered in , . They manage $16,178,406 in 71 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Westward Planning Group
By the Numbers
-
Total Assets Under Management16MILLION
-
Total Number of Accounts71ACCOUNTS
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Average Account Value$227,865
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Westward Planning Group
1
Robert Winkelman (CRD# 1245226) is an Investment Advisor Representative working at Westward Planning Group in Narberth, PA and has over 39 years of experience in the finance industry.
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