History / Overview of WESCAP Group
Headquartered in Burbank, CA, WESCAP Group was founded in 1988 and services its clients throughout the United States.
The firm is an independent Registered Investment Advisory firm that offers financial planning and investment management advice and services to high net-worth individuals and families.
Over the years, the company has steadily expanded, and as of September 30th 2014 it had $925 million in client assets under its management.
Image Source: Pixabay
The world’s most renowned global financial publication, The Financial Times, named WESCAP Group to its Top 300 list of Financial Advisers for 2014.
WESCAP Group was also honored as a Top 5 Money Management Firm in 2014 by the San Fernando Valley Business Journal, while the company was recognized as the 2nd largest Registered Investment Advisory firm, and 5th largest money manager in San Fernando Valley by “THE LIST”.
Since its inception in 1990, the WESCAP Group Composite, representing fully-discretionary managed accounts, has delivered an impressive +8.3% annualized return – something that the company’s peers are either unable or unwilling to measure themselves against.
WESCAP Group Reviews – Team Members:
- Joel S. Edstrom, Email: [email protected]
- Rick Weinlein, Email: [email protected]
- Mark M. Gleason, Email: [email protected]
- Alan M. Gelb, Email: [email protected]
- Todd Butler, Email: [email protected]
- Andy Edstrom, Email: [email protected]
Image Source: WESCAP Group
WESCAP Group Reviews – Services
- Investment Management
- Financial Planning
WESCAP Group Reviews – Contact Information:
- 303 N. Glenoaks Blvd., Ste. 905, Burbank, CA. 91502
- Phone: (818) 563-5170, (800) 820-2453
- Email: [email protected]
- Or use the firm’s ‘Send Us A Message’ Form
AdvisoryHQ (AHQ) Disclaimer:
Reasonable efforts have been made by AdvisoryHQ to present accurate information, however all info is presented without warranty. Review AdvisoryHQ’s Terms for details. Also review each firm’s site for the most updated data, rates and info.
Note: Firms and products, including the one(s) reviewed above, may be AdvisoryHQ's affiliates. Click to view AdvisoryHQ's advertiser disclosures.