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Building 2MESTMAKER & PETREY WEALTH ADVISORS

Map pinBAKERSFIELD, CA
Phone(661) 395-9400
NotebookSEC #801-116958
Total AUM
$140.8M
Employees
3
Clients
363

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2000 OAK STREET
SUITE 100
BAKERSFIELD
CA 93301
United States
Operating Hours
7:30 AM TO 4:00 PM
Monday - Friday
Phone
(661) 395-9400
Other Offices
1

ReceiptFinancials

Total AUM
$140.8M
Accounts
363
Discretionary
$140.8M
Accounts
363
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
325
AUM
$81.5M
HNW Individual Clients
23
AUM
$48.3M
Charitable Organization Clients
3
AUM
$1.9M
Corporation or Business Clients
12
AUM
$9.1M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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