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Building 2R. E. WACKER ASSOCIATES, INC.

Map pinSAN LUIS OBISPO, CA
Phone805-541-1308
NotebookSEC #801-35366
Total AUM
$367.2M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
973 HIGUERA ST., STE. A
SAN LUIS OBISPO
CA 93401
USA
Operating Hours
8:00 A.M.-5:00 P.M.
Monday - Friday
Phone
805-541-1308

ReceiptFinancials

Total AUM
$367.2M
Accounts
293
Discretionary
$367.2M
Accounts
293
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHINVTX

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

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