WMBC - Financial Advisor in California, Irvine

Tel: 949-829-9622 2 Venture Suite 380 Irvine, California 92618

About WMBC

WMBC is a Irvine, California based financial advisory firm with nearly $116,209,055 in assets under management and provides investment advisory services for 648 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

124462

Firm SEC#:

801-80426

Assets Under Management:

$116,209,055

No. of Clients:

648

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF NET WORTH)

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