Mark
Gleason
Wescap Group
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About this Advisor
Mark Gleason is a chartered financial analyst who works in Glendale, California with a total of 26 years of industry experience. Gleason is an advisor for Wescap Group. They have spent all of their time as a financial advisor at Wescap Group. Gleason has a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in California and Texas. Wescap Group is an advisory business operating out of Glendale, CA. It administers $850 million in assets under management between its 1,248 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm serves two charities and foundations. Of its 1,248 customer accounts, 60% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Wescap Group performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fees charged by Wescap Group most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wescap Group Brokerage Details
$849,700,000
13
1,248
$680,849
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Mark Gleason Work History
Mark has been registered as a financial advisor for 26 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 Mark Gleason 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
Glendale, CA
Glendale, CA
Glendale, CA
Glendale, CA
Glendale, CA
Glendale, CA
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