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WE FINANCIAL GROUP
SAN FRANCISCO, CA
415-994-9767
SEC #801-131895Total AUM
$127.4M
Employees
4Clients
140Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
447 SUTTER ST
SUITE 506 - 1493
SAN FRANCISCO
CA 94108
United States
SUITE 506 - 1493
SAN FRANCISCO
CA 94108
United States
Operating Hours
9:00 AM - 7:30 PM PT
MONDAY - SATURDAY (UNTIL 2:00 PM PT)
MONDAY - SATURDAY (UNTIL 2:00 PM PT)
Phone
415-994-9767
Financials
Total AUM
$127.4M
Accounts
648Discretionary
$127.4M
Accounts
648Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
96AUM
$40.1M
HNW Individual Clients
44AUM
$87.3M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
ESTATE PLANNING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACOILMANCNJNYPATXWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.