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Building 2WESCOTT FINANCIAL ADVISORY GROUP LLC

Map pinPHILADELPHIA, PA
Phone215-979-1619
NotebookSEC #801-29752
Total AUM
$4.2B
Employees
48
Clients
787

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30 SOUTH 17TH STREET
PHILADELPHIA
PA 19103-4196
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
215-979-1619
Other Offices
5

ReceiptFinancials

Total AUM
$4.2B
Accounts
3,365
Discretionary
$3.2B
Accounts
3,186
Non-Discretionary
$973.9M
Accounts
179

ContactClients

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Individual Clients
188
AUM
$82.5M
HNW Individual Clients
581
AUM
$2.9B
Pension/Profit Sharing Plan Clients
4
AUM
$1.1B
Charitable Organization Clients
13
AUM
$108M
Corporation or Business Clients
1
AUM
$840K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
ASSET ALLOCATION, FAMILY OFFICE SOLUTION SERVICES, TRUSTEE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLGAILLAMAMDNCNHNJNYPASCTXVAWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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