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WFA OF SAN DIEGO
2251 San Diego Ave
Suite B-257
San Diego, California 92110
Tel: (619) 491-0225
About WFA OF SAN DIEGO
WFA OF SAN DIEGO, formally registered with the SEC as WFA OF SAN DIEGO. The firm was established in 02/27/2020. They have over 2 offices throughout the country.
WFA OF SAN DIEGO is a San Diego, California based Financial Planning firm with nearly $172,596,754 assets under management, offering retirement planning & investment advisory services to 377 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 307404 |
| SEC# | 801-118131 |
| Assets Managed by Firm | $172,596,754 |
| No. of Clients | 377 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (FINANCIAL PLANNNING FEE)
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 377 | $172,596,754 |
| Individuals (other than high net worth individuals) | 109 | $28,005,922 |
| High net worth individuals | 65 | $141,448,365 |
| Charitable organizations | Fewer than 5 clients | $3,142,467 |
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