WESCAP MANAGEMENT GROUP, INC.

WESCAP GROUP
GLENDALE, California·3 registered advisors·CRD# 104759
SEC# 801-320950818-563-5170
01

Firm Overview

AUM
$920M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at WESCAP MANAGEMENT GROUP, INC.

3 registered advisors
Eric Anthony Weinlein
GLENDALE, California
Joel Stephen Edstrom
GLENDALE, California
Margaret Irene Adams
GLENDALE, California
05

Office Locations

GLENDALE, California
3 advisors

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Data sourced from SEC Form ADV filings. WESCAP MANAGEMENT GROUP, INC. (CRD# 104759) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.