About WESCAP Group
Founded in 1988, WESCAP Group is a fee-only Registered Investment Advisor headquartered in Glendale, CA. The firm manages approximately $700 million of assets and provides financial planning and advice to high-net-worth and ultra-high-net-worth individuals, families, and institutions. The firm operates a balanced, globally-diversified, liquid investment strategy, using ETFs, mutual funds, hedge funds, and individual securities. WESCAP is an independent wealth management firm with a long-term investment track record, as well as clients in 25 U.S. states and several foreign countries.
1 job with WESCAP Group
The position is primarily focused on acquiring new clients and retaining existing revenue-generating client relationships.