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Building 2WESCOM FINANCIAL SERVICES, LLC

Map pinANAHEIM, CA
Phone888-879-0558 EXT. 5104
NotebookSEC #801-113359
Total AUM
$226.1M
Employees
31
Clients
1,134

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5601 E. LA PALMA AVE
ANAHEIM
CA 92807
United States
Operating Hours
8:00 AM TO 6:00 PM
Monday - Friday
Phone
888-879-0558 EXT. 5104
Other Offices
26

ReceiptFinancials

Total AUM
$226.1M
Accounts
1,138
Discretionary
$0
Accounts
0
Non-Discretionary
$226.1M
Accounts
1,138

ContactClients

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Individual Clients
1,133
AUM
$213.1M
HNW Individual Clients
1
AUM
$13M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FEES COLLECTED FROM THIRD-PARTY MANAGERS ARE PAID TO APPLICANT

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLKYLAMENCNENJOHORTXUT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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