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Building 2WESCAP GROUP

Map pinGLENDALE, CA
Phone818-563-5170
NotebookSEC #801-32095
Total AUM
$1.1B
Employees
13
Clients
331

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
330 N. BRAND BLVD
SUITE 850
GLENDALE
CA 91203
United States
Operating Hours
8:00 AM TO 4:30 PM
Monday - Friday
Phone
818-563-5170

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,242
Discretionary
$901M
Accounts
1,106
Non-Discretionary
$187M
Accounts
136

ContactClients

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Individual Clients
116
AUM
$54M
HNW Individual Clients
205
AUM
$1B
Pooled Vehicle Clients
8
AUM
$8M
Charitable Organization Clients
2
AUM
$12M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOLANVORPATXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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