Wescott Financial Advisory Group LLC


Assets, Funds, Holdings

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Wescott Financial Advisory Group LLC
CRD #105989
SEC #801-29752
AUM $2.1 BB (71% Disc, 100% US, 2020-03-30)
Employees32 (53% Investors, 0% Brokers)
Address30 South 17th Street
Philadelphia, PA 19103-4196
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
PE Wescott CS Nova LP 0.4
PE Wescott Multi-Strategy Private Equity LP [Link] 0.7
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Comparable Firms State AUM ($BB)
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VA 2.5
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IL 2.5
EPIQ Capital Group LLC
CA 2.2
Squadron Capital Advisors Limited
IWP Wealth Management LLC
CO 2.0
Gratus Capital LLC
GA 1.9
Covenant Multi-Family Offices LLC
TX 1.8
Argent Wealth Management LLC
MA 1.8
S & Co Inc
MA 1.7
Hollencrest Capital Management LLC
CA 1.7
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