WFA OF SAN DIEGO - Financial Advisor in California, 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

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, Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (FINANCIAL PLANNNING FEE)

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