Overview
Assets Under Management: $173 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 61
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.47
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 377
Discretionary Accounts: 322
Non-Discretionary Accounts: 55
Regulatory Filings
CRD Number: 307404
Last Filing Date: 2025-02-06 00:00:00
Website: https://wfasandiego.com