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WPG Financial Group, LLC

Headquartered in BALTIMORE, MD

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Firm Information

WPG Financial Group, LLC is a registered investment advisor with offices in Baltimore, MD. The firm manages over $301 million in assets for a variety of clients, including individuals, corporations, pension plans, and charitable organizations. They provide financial planning, portfolio management, and wrap fee program participation. The firm has 3 licensed agents and 6 investment advisor representatives.

WPG Financial Group, LLC

3600 O'DONNELL STREET

BALTIMORE, MD 21224

$301.24M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

WPG FINANCIAL GROUP, LLC has a total of 1 branch locations across the country.
location

BALTIMORE, MD

Advisors at WPG Financial Group, LLC

View All 5 Advisors
Unclaimed
Dale Brian Foard

RA

BALTIMORE, MD

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Unclaimed
Todd Foster Paradise

CFP®, RA

BALTIMORE, MD

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Unclaimed
Nicholas Paul Rumke

RA

BALTIMORE, MD

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Unclaimed
Michael Brian Burchell

RA

BALTIMORE, MD

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Unclaimed
Patrick Bollinger

RA

BALTIMORE, MD

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Unclaimed
Steven Joseph Gessner

CFP®, RA

BALTIMORE, MD

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Disclosures

There are no public disclosures for WPG Financial Group, LLC.

Frequently Asked Questions (8)

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