Wescott Financial Advisory Group LLC
Wescott Financial Advisory Group is a private equity company based in Philadelphia, PA. They operate 1 private fund and have approximately $1.88 billion in total assets under management (AUM). You can view more information on Wescott Financial Advisory Group including private fund info, contact info, top management and executives, website, email addresses, and more below:
Contact Details for Wescott Financial Advisory Group
Wescott Financial Advisory Group LLC
30 South 17Th Street
Philadelphia, PA 19103-4196
United States
Phone: 215-979-1600
Fax: 215-979-1617
Website: https://www.wescott.com
Overview of Wescott Financial Advisory Group
Org. Type: Limited Liability Company
Registration Country: United States
0
SEC#: 801-29752
Org#: 105989
Legal Issues: No legal issues reported
Company Type: Private Equity
Strategies/Sectors: Fund of Funds
Pooled Investments: 0 percent
Private Funds Managed(1): Wescott Multi Strategy Private Equity Lp
Ownership/Leadership of Wescott Financial Advisory Group
| Grant Rawdin | President & Chief Executive Officer |
| Lydia Carreiro Sheckels | Vice President & Chief Investment Officer |
| Wescott Holding Company LLC | Member |
| David Brian Lafferty | Vice Presid.- Financial Advisor |
| Matthew Joseph Sgro | Chief Compliance Officer/Director Of Finance |
Wescott Financial Advisory Group Key Stats and Charts
Discretionary AUM: $1.47 billion
Rank: 204 out of 1975 private equity companies
Total AUM: $1.88 billion
Rank: 191 out of 1975 private equity companies
# of Accounts: 2112
Rank: 16 out of 1975 private equity companies
Average Account Size: 891955.142045
Rank: 879 out of 1975 private equity companies
# of Employees: 30
Rank: 206 out of 1975 private equity companies
# of Private Funds: 1
Rank: 1437 out of 1975 private equity companies
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