CRD: 295320
Wesfair Advisory Group, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-07-2018
- Office Locations
- 1
Office Locations
About Wesfair Advisory Group, Inc.
Wesfair Advisory Group, Inc. is a Chappaqua, NY RIA providing financial planning plus investment and retirement strategy. The firm works with individuals on goal- and risk-based planning and partners with employers to build customized, sustainable retirement programs for employees. Portfolios commonly use diversified allocations with ETFs and mutual funds, supported by tools like Envestnet MoneyGuide and Nitrogen, with custody at Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DANIEL JOHN GRIFFIN
Chief Executive Officer, Co-President, President
- CRD
- #6932874
- Ownership
- 50% but less than 75%
Jacob Hadad
Chief Compliance Officer, Managing Director
- CRD
- #6932872
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $30,268,007 | -- |
| Total | $30,268,007 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing