Wescott Financial Advisory Group Revenue
Investment Management • 
30 South 17th Street, Philadelphia, United States • 51-100 Employees
Wescott Financial Advisory Group revenue & valuation
| Annual revenue | $16,000,000 |
| Revenue per employee | $308,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $51,200,000 |
| Total funding | No funding |
Key Contacts at Wescott Financial Advisory Group
Margaret Abrams
Partner, Director Of Human Resources And Administration
Sandra E. Goodstein
Managing Director And Senior Financial Advisor
Chris Cortese
Partner, Senior Financial Advisor And Director Of Next Gen Advisor Development
Rick Volpe
Director Of Charitable And Estate Planning
Susan Green
Partner, Senior Financial Advisor And Director Of Financial Planning Standards
Margaret Abrams
Partner, Director Of Business Operations
Company overview
| Headquarters | 30 South 17th Street, Philadelphia, PA 19103, US |
| Phone number | +1191034196 |
| Website | |
| NAICS | 5231 |
| Keywords | Wealth Management, Retirement Planning, Financial Planning, Investment Management |
| Founded | 1987 |
| Employees | 51-100 |
| Socials |
Wescott Financial Advisory Group Email Formats
Wescott Financial Advisory Group uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@wescott.com), used 90% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@wescott.com | 90% |
{last name}{last name} | doedoe@wescott.com | 7.5% |
{first initial}{first initial} | jj@wescott.com | 2.5% |
About Wescott Financial Advisory Group
Experience Life-Minded Wealth® with Wescott At Wescott Financial Advisory, we take you beyond wealth management to achieve Life-Minded Wealth®. This personalized approach aligns your financial decisions with your life objectives, aspirations, and values . . . bringing more meaning to your assets than a narrow set of financial metrics. Wescott gives you... – A holistic wealth management team, including estate, tax, investment and insurance experts – Progress tracking with PerfectScore® so you always know you’re right on target – Boutique service with proactive communication and planning We’re proud to serve you as a certified B-Corp and an SEC-registered, fee-only investment advisory and wealth management firm with offices in Philadelphia, Harleysville and Miami.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Wescott Financial Advisory Group has 31 employees across 6 departments.
Departments
Number of employees
Funding Data
Wescott Financial Advisory Group has never raised funding before.
United Kingdom
Australia
Frequently asked questions
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