World Equity Group, Inc.
World Equity Group, Inc. (CRD# 29087) is a financial advisory firm headquartered in Schaumburg, IL. They manage $858,545,669 in 3,103 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management859MILLION
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Total Number of Accounts3,103ACCOUNTS
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Average Account Value$276,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Matthew Mascera (CRD# 2628543) is an Investment Advisor Representative working at World Equity Group, Inc. in Westport, CT and has over 25 years of experience in the finance industry.
Trevor Patching (CRD# 5983853) is an Investment Advisor Representative working at World Equity Group, Inc. in Schaumburg, IL and has over 4 years of experience in the finance industry.