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Building 2WESTERN FINANCIAL CORPORATION

Map pinSAN DIEGO, CA
Phone619-544-0260
NotebookSEC #801-117841
Total AUM
$309.2M
Employees
6
Clients
170

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13400 SABRE SPRINGS PARKWAY
STE. 170
SAN DIEGO
CA 92128
United States
Operating Hours
6:30 AM - 4:00 PM
Monday - Friday
Phone
619-544-0260
Other Offices
1

ReceiptFinancials

Total AUM
$309.2M
Accounts
398
Discretionary
$309.2M
Accounts
398
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
49
AUM
$8M
HNW Individual Clients
106
AUM
$261.9M
Pension/Profit Sharing Plan Clients
8
AUM
$10.5M
Charitable Organization Clients
1
AUM
$1M
Corporation or Business Clients
6
AUM
$27.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDNVTX

HandshakeAffiliates

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

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