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Wescott Financial Advisory Group LLC
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Overview Share
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Philadelphia, Pennsylvania
$2.1 billion AUM
3 offices

Wescott Financial Advisory Group LLC is based in Philadelphia, Pennsylvania and has $2.1 billion in assets under management.

Location
30 South 17th Street
Philadelphia, PA 19103
$2.1 billion
AUM
32
Employees
AUM Share
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$2,120,521,011
Assets under management
1,932 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 140 $52,468,558 2% $374,775
High net worth individuals 331 $1,315,489,188 62% $3,974,288
Pension and profit sharing plans 5 $699,980,613 33% $139,996,123
Charitable organizations 11 $52,582,652 2% $4,780,241
Employees Share
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32
Employees
17
Investment analysts
53% of total employees
AUM per employee Share
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$2,120,521,011
Assets under management
$66,266,282
AUM per employee
$124,736,530
AUM per investment analyst
About Share
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Compensation

Wescott Financial Advisory Group LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
Services offered

Wescott Financial Advisory Group LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
Firm data Share
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CRD number 105,989
SEC number 801-29752
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date April 20, 2020

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