Joel
Edstrom

Wescap Group

CRD#4340229
Investment Advisor
in Glendale, CA

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About this Advisor

Joel Edstrom is a chartered financial analyst working in Glendale, California with a total of 35 years of industry experience. Edstrom currently works for Wescap Group. They have been an employee of Wescap Group for their entire career. Edstrom can operate in California and Texas. Wescap Group is an advisory firm that has its headquarters in Glendale, CA. It manages $850 million in total assets between its 1,248 client accounts, placing it among the larger firms in the country by assets under management. The firm serves two charitable organizations. Of its 1,248 client accounts, 60% are associated with high-net-worth clients who have more than $1 million in investable assets. The business provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees charged by financial advisors typically depend on which services the firm provides the client. Fee types charged by Wescap Group likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

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

Joel Edstrom Work History

Joel 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 Joel Edstrom 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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