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WESPAC ADVISORS, LLC
4 Orinda Way
Suite 100-B
Orinda, California 94563
Tel: 510-287-5255
About WESPAC ADVISORS, LLC
WESPAC ADVISORS, LLC, formally registered with the SEC as WESPAC ADVISORS, LLC. The firm was established in 09/24/2008. They have over 2 offices throughout the country.
WESPAC ADVISORS, LLC is a Orinda, California based Financial Planning firm with nearly $926,337,523 assets under management, offering retirement planning & investment advisory services to 632 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 148242 |
| SEC# | 801-69552 |
| Assets Managed by Firm | $926,337,523 |
| No. of Clients | 632 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 632 | $926,337,523 |
| Individuals (other than high net worth individuals) | 262 | $61,547,251 |
| High net worth individuals | 28 | $50,292,777 |
| Pension and profit sharing plans | 340 | $812,984,616 |
| Corporations or other businesses | 2 | $1,512,879 |
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|---|---|---|---|
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