Overview
Assets Under Management: $202 million
Headquarters: WESTLAKE VILLAGE, CA
High-Net-Worth Clients: 48
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.19
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 250
Non-Discretionary Accounts: 250
Regulatory Filings
CRD Number: 309549
Last Filing Date: 2025-03-04 00:00:00
Website: https://wfginc.com