WEALTH ADVISORY GROUP, INC. - Financial Advisor in Pennsylvania, Berwyn

Tel: 610-225-1000 1055 Westlakes Drive Ste 130 Berwyn, Pennsylvania 19312

About WEALTH ADVISORY GROUP, INC.

WEALTH ADVISORY GROUP, INC. is a Berwyn, Pennsylvania based financial advisory firm with nearly $581,158,400 in assets under management and provides investment advisory services for 673 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

122269

Firm SEC#:

801-107381

Assets Under Management:

$581,158,400

No. of Clients:

673

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Commission Based

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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