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Building 2MESTMAKER & PETREY WEALTH ADVISORS

Map pinBAKERSFIELD, CA
Phone(661) 395-9400
NotebookSEC #801-70475
Total AUM
$26.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1675 CHESTER AVENUE, STE. 190
BAKERSFIELD
CA 93301
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
(661) 395-9400

ReceiptFinancials

Total AUM
$26.5M
Accounts
370
Discretionary
$23.5M
Accounts
209
Non-Discretionary
$3M
Accounts
161

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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