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.

California Registered Investment Advisor

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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:

WESCAP Group Reviews - Team Members

Image Source: WESCAP Group

WESCAP Group Reviews – Services

  • Investment Management
  • Financial Planning

WESCAP Group Reviews – Contact Information:

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