WFA OF SAN DIEGO
Tel: (619) 491-0225 2251 San Diego Ave Suite B-257 San Diego, California 92110
About WFA OF SAN DIEGO
WFA OF SAN DIEGO is a San Diego, California based financial advisory firm with nearly $172,596,754 in assets under management and provides investment advisory services for 377 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
307404
Firm SEC#:
801-118131
Assets Under Management:
$172,596,754
No. of Clients:
377
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors
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