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Eric Anthony Weinlein

WESCAP MANAGEMENT GROUP, INC.·GLENDALE, California
Series 2, Series 7Clean record38 years registeredWESCAP MANAGEMENT GROUP, INC.
330 N. BRAND BLVD, GLENDALE, CA 91203CRD# 1062833Firm CRD# 104759

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric Anthony Weinlein · GLENDALE, CA
Registration
CRD #1062833 · WESCAP MANAGEMENT GROUP, INC. · 38 years registered
Brand Profile
Not yet started
01

Career History

WESCAP GROUP
May 1988 – present
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 7
Registration record
First registered · May 4, 1988
Years registered · 38
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WESCAP MANAGEMENT GROUP, INC.
CRD 104759 · SEC 801-32095
AUM
$920M
Regulatory assets under management
Employees
13
1,251 client accounts
Services offered by WESCAP MANAGEMENT GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at WESCAP MANAGEMENT GROUP, INC. →
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Frequently Asked Questions

What services does Eric Anthony Weinlein offer?
Eric Anthony Weinlein specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in GLENDALE, California for a consultation.
What are Eric Anthony Weinlein's credentials?
Eric Anthony Weinlein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Anthony Weinlein located?
Eric Anthony Weinlein is based in GLENDALE, California, working with WESCAP MANAGEMENT GROUP, INC.. Their office serves clients in the GLENDALE metropolitan area and surrounding communities.
How does Eric Anthony Weinlein charge for services?
Eric Anthony Weinlein's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESCAP MANAGEMENT GROUP, INC.?
WESCAP MANAGEMENT GROUP, INC. has approximately 13 employees and manages $920M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Joel Stephen Edstrom
GLENDALE, CA

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