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Building 2WESTERN FINANCIAL ADVISORS

Map pinSAN DIEGO, CA
Phone858-677-0377
NotebookSEC #801-64673
Total AUM
$41M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6020 CORNERSTONE COURT W
SUITE 240
SAN DIEGO
CA 92121
United States
Operating Hours
6 AM - 4:30 PM
Monday - Friday
Phone
858-677-0377

ReceiptFinancials

Total AUM
$41M
Accounts
370
Discretionary
$15.2M
Accounts
100
Non-Discretionary
$25.8M
Accounts
270

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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