Dakota
Dakota
Book a Demo
Talk to an Expert

The Financial Advisory Group

EST. AUM
$1,238,112,419

CONTACTS
4

CLIENT ACCOUNTS
2,434

Firm Details

Metro area Houston
CRD Number 109558
Website wealthenhancement.com
Client types

Overview

The Financial Advisory Group runs five portfolios across different risk profiles, from conservative to aggressive, which are comprised of combinations of Mutual Funds, ETFs, and individual stocks. Steve Estrin is the head of the firm's Investment Committee, and Steven Rife is the CIO. Thomas Sartor is also an analyst-level research contact. It was acquired by Wealth Enhancement Group in May 2024.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy