Wescap Group
WESCAP Group is an independent Registered Investment Advisory firm offering investment management and financial planning services to a diverse client base of high-net-worth individuals and families. Founded in 1988, WESCAP Group is headquartered in Glendale, California, and serves clients throughout the United States.
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Verified contacts
16
available on Kipplo
LinkedIn employees
24
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
1
tools in use
Monthly traffic
217
organic / mo
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Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- MG
Mark Gleason
Senior Financial Advisor · Finance & Accounting
EmailPhone - FM
Felix Martel
Senior Trader · Finance & Accounting
EmailPhone - JP
Jeffrey Petersen
Financial Advisor · Finance & Accounting
EmailPhone - RA
Robert Avanesian
IT, Account Analyst · Other
EmailPhone - CV
Christian Valdivia
Client Services Associate · Customer/Client Service
EmailPhone - JM
Jeannette Montes
Senior Client Services Associate · Customer/Client Service
EmailPhone - JM
Jeannette Montes
Sr Client Service Associate · Customer/Client Service
EmailPhone - TV
Theo V.
Client Service Associate · Customer/Client Service
EmailPhone - RW
Rick Weinlein
Chief Financial Officer · Finance & Accounting
EmailPhone
Showing 9 of 16 verified contacts
Top roles at Wescap Group
12 distinct titles indexed · top 10 shown.
- 3financial advisor
- 2chief financial officer
- 1associate financial advisor
- 1clerical office worker
- 1client service associate
- 1client services associate
- 1directrice financière
- 1it, account analyst
- 1senior client services associate
- 1senior financial advisor
- +2more titles
Sign up to unlock all 16 contacts at Wescap Group
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