WPG Advisory Group, LLC

Overview

WPG Advisory Group, LLC is an individual-owned limited liability company that operates as an institutional registered investment adviser in a manager-selection role. The firm is identified as a capital allocator and lists its primary advisory activity as the selection of other advisers, which points to a manager-of-managers or outsourced CIO-style posture rather than direct proprietary portfolio management. FINTRX flags an affiliation with an insurance company and the firm is not identified as an active ESG investor. The firm reports a non-standard fee structure described in the record as "Other."

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