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Joel Stephen Edstrom

WESCAP MANAGEMENT GROUP, INC.·GLENDALE, California
Clean recordWESCAP MANAGEMENT GROUP, INC.
330 N. BRAND BLVD, GLENDALE, CA 91203CRD# 4340229Firm CRD# 104759

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joel Stephen Edstrom · GLENDALE, CA
Registration
CRD #4340229 · WESCAP MANAGEMENT GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joel Stephen Edstrom is a registered financial advisor based in GLENDALE, California, affiliated with WESCAP MANAGEMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WESCAP MANAGEMENT GROUP, INC.
WESCAP GROUP
AUM
$920M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at WESCAP MANAGEMENT GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4340229
Firm CRD# 104759
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joel Stephen Edstrom offer?
Joel Stephen Edstrom specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in GLENDALE, California for a consultation.
What are Joel Stephen Edstrom's credentials?
Joel Stephen Edstrom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joel Stephen Edstrom located?
Joel Stephen Edstrom 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 Joel Stephen Edstrom charge for services?
Joel Stephen Edstrom'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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Other Advisors at WESCAP MANAGEMENT GROUP, INC.

Margaret Irene Adams
GLENDALE, CA
Eric Anthony Weinlein
GLENDALE, CA

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