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WESFAIR ADVISORY GROUP, INC.
CRD 295320
480 BEDFORD ROAD, CHAPPAQUA, NY, 10514, United States
Phone
(914) 238-3734
Fax
(914) 238-8402
Registration
— (—)
Source
State registered
Total AUM
$24.8M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $3.6M |
| High net worth individuals | 5 | $21.1M |
All web addresses on file
Official SEC filing: View on IAPD