Wescott Financial Advisory Group Review

Trust Score 97%
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Last updated: August 16th, 2019. Data source: SEC filings.

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Wescott Financial Advisory Group, federally registered in 1987, is a Registered Investment Advisor (RIA) in 7 state(s) with a licensed staff of 15 advisors. Wescott Financial Advisory Group manages $2.0 billion and provides investment advisory services for 487 clients (1:33 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $250,000
Average Client Balance $4,113,228
Hybrid Advisor No
Disciplinary History No
Total AUM $2.0 billion
Advisor / Client Ratio 1:33
Headquarters Philadelphia, PA
SEC Filings Forms and Brochures    (CRD # 105989)
State(s) Registered CA, DE, FL, NJ, NY, PA, VA

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