Eric
Weinlein

Wescap Group

CRD#1062833
Investment Advisor
in Glendale, CA

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About this Advisor

Eric Weinlein is a financial advisor working in Glendale, California who has 35 years of relevant experience. Weinlein currently works for Wescap Group. They have spent their entire employment at Wescap Group. Weinlein is able to operate in California, Louisiana and Texas. Wescap Group is a company operating out of Glendale, CA. It handles $850 million in total assets among its 1,248 customer accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm advises two charitable organizations. Of its 1,248 customer accounts, 60% are associated with high-net-worth clients who have greater than $1 million in assets. The company offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Financial management fees depend on which service is provided. However, fees charged by Wescap Group most likely include any combination of asset-based, hourly and fixed fees.

Years Registered*

35 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

330 N. Brand Blvd Suite 850
Glendale, CA 91203

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Wescap Group Brokerage Details

Total Assets Under Management

$849,700,000

CA Average: $7,578,581,321
Total Number of Employees

13

CA Average: 43
Total Number of Accounts

1,248

CA Average: 3,727
Average Account Size

$680,849

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Eric Weinlein Work History

Eric has been registered as a financial advisor for 35 years.*

1988 - Present (36 years)

Wescap Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Eric Weinlein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wescap Group

Andrew Edstrom
Glendale, CA
Jeffrey Petersen
Glendale, CA
Ara Gasparian
Glendale, CA
Mark Gleason
Glendale, CA
Eric Weinlein
Glendale, CA
Joel Edstrom
Glendale, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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