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Building 2WESPAC ADVISORS, LLC

Map pinORINDA, CA
Phone510-287-5255
NotebookSEC #801-69552
Total AUM
$1.2B
Employees
10
Clients
639

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4 ORINDA WAY
SUITE 100-B
ORINDA
CA 94563
United States
Operating Hours
8:30 AM- 5:30 PM
Monday - Friday
Phone
510-287-5255
Other Offices
2

ReceiptFinancials

Total AUM
$1.2B
Accounts
642
Discretionary
$1.2B
Accounts
642
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
238
AUM
$45.3M
HNW Individual Clients
52
AUM
$99.3M
Pension/Profit Sharing Plan Clients
347
AUM
$1.1B
Corporation or Business Clients
2
AUM
$1.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CASH MANAGEMENT SOLUTIONS
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCAIDLANVORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 8 other businesses.

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