WESCAP Group

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

330 N Brand Blvd Ste 1150, Glendale, Cal...

Phone Number

(818) 563-5170

Revenue

$5.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
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Apr
May
ZI Rank
2
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2
1
1

About WESCAP Group

WESCAP Group is an independent Registered Investment Advisory firm that has been providing top-tier investment management and financial planning services to high-net-worth individuals and families in the Los Angeles area since 1988. The firm is distinguished by the experience, discipline, and insight of its advisory staff, which enhances the planning process to align clients' financial strategies with their values and goals. WESCAP Group aims to anticipate market changes rather than merely react to them, ensuring a proactive approach to investment management. Their commitment to excellence has been recognized within the industry, reflecting their dedication to serving a diverse client base.Explore more
WESCAP Group's Social MediaPopular SearchesWESCAP GroupWescap Realty IncWescap IncWescap Management Group IncWESCAP Investments IncSIC Code 62,628NAICS Code 52,523Show more

WESCAP Group Org Chart

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Founder & Chief Financial Officer

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President

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JE
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Founder & President

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CR
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Manager, Finance

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Manager, Accounting

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Maintenance Adm and Asset Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WESCAP Group

$5.3M
11-50
Private
-
1988
RW
Rick WeinleinFounder & Chief Financial Officer
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
2003
AK
Alvaro KerrOwner and President
<$5M
1-10
Private
-
2001
BS
Bob StowePrincipal
<$5M
1-10
Private
-
2021
SP
Stuart PynePortfolio Manager
<$5M
1-10
Private
-
2005
MC
Monique CarpenterCustomer Service Lead
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

WESCAP Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

WESCAP Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about WESCAP Group.

WESCAP Group Tech Stack

A closer look at the technologies used by WESCAP Group

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Frequently Asked Questions Regarding WESCAP Group

What is WESCAP Group's official website?
WESCAP Group's official website is www.wescapgroup.com
What is WESCAP Group's Revenue?
WESCAP Group's revenue is $5.3 Million
What is WESCAP Group's SIC code?
WESCAP Group's SIC: 62,628
What is WESCAP Group's NAICS code?
WESCAP Group's NAICS: 52,523
How many employees does WESCAP Group have?
WESCAP Group has 11-50 employees
What industry does WESCAP Group belong to?
WESCAP Group is in the industry of: Finance, Securities Trading
What is WESCAP Group competition?
WESCAP Group top competitors include: Charleston Financial Advisors, Spiritus Financial Planning, Wayne Firebaugh, Wealth Advisory Services
What technology does WESCAP Group use?
Some of the popular technologies that WESCAP Group uses are: Microsoft 365, Wix, BlueHost, Varnish
Who is the CFO of WESCAP Group?
WESCAP Group's CFO is Rick Weinlein
How do I contact WESCAP Group?
WESCAP Group contact info: Phone number: (818) 563-5170 Website: www.wescapgroup.com
What does WESCAP Group do?

WESCAP Group is an independent Registered Investment Advisory firm that has been providing top-tier investment management and financial planning services to high-net-worth individuals and families in the Los Angeles area since 1988. The firm is distinguished by the experience, discipline, and insight of its advisory staff, which enhances the planni... ng process to align clients' financial strategies with their values and goals. WESCAP Group aims to anticipate market changes rather than merely react to them, ensuring a proactive approach to investment management. Their commitment to excellence has been recognized within the industry, reflecting their dedication to serving a diverse client base.Read More

What are WESCAP Group social media links?
WESCAP Group Linkedin page WESCAP Group Twitter page WESCAP Group Facebook page
Is WESCAP Group a public company?
WESCAP Group is private company therefore does not currently have an official ticker symbol
See more information about WESCAP Group

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