WHJR ASSOCIATES
Total AUM
$105K
Employees
1Clients
1Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
55 NORTH THIRD STREET STE. 200
CAMPBELL
CA 95008
United States
CAMPBELL
CA 95008
United States
Operating Hours
8:30 - 5:30
Monday - Friday
Monday - Friday
Phone
408-376-0660
Financials
Total AUM
$105K
Accounts
1Discretionary
$0
Accounts
0Non-Discretionary
$105K
Accounts
1
Clients
Individual Clients
1AUM
$105K
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.