Wesfair Advisory Group, Inc.

Wesfair Advisory Group, Inc. (CRD# 295320) is a financial advisory firm headquartered in Chappaqua, NY. They manage $18,887,004 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
480 Bedford Road, Chappaqua, NY 10514
https://www.wesfairadvisory.com/
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $1,717,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Wesfair Advisory Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Daniel Griffin, financial advisor Chappaqua NY
Daniel J. Griffin
CRD#: 6932874
480 Bedford Road, Chappaqua, NY 10514

Daniel Griffin (CRD# 6932874) is an Investment Advisor Representative working at Wesfair Advisory Group, Inc. in Chappaqua, NY and has over 6 years of experience in the finance industry.

2
Jacob Hadad, financial advisor Chappaqua NY
Jacob Hadad
CRD#: 6932872
480 Bedford Road, Chappaqua, NY 10514

Jacob Hadad (CRD# 6932872) is an Investment Advisor Representative working at Wesfair Advisory Group, Inc. in Chappaqua, NY and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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