WILSEY ASSET MANAGEMENT INCORPORATED

10620 Treena Street
Ste 100
San Diego, California 92131
Tel: 858-224-0004

About WILSEY ASSET MANAGEMENT INCORPORATED

WILSEY ASSET MANAGEMENT INCORPORATED, formally registered with the SEC as WILSEY ASSET MANAGEMENT INCORPORATED. The firm was established in 06/25/2009. They have over 1 offices throughout the country.

WILSEY ASSET MANAGEMENT INCORPORATED is a San Diego, California based Financial Planning firm with nearly $511,423,656 assets under management, offering retirement planning & investment advisory services to 1697 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	130482
SEC#	801-70297
Assets Managed by Firm	$511,423,656
No. of Clients	1697
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SEMINAR AND SPEAKING ENGAGEMENT FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Education seminars/workshops
Other (CONSULTING FEES, SEMINARS AND SPEAKING ENGAGEMENTS)

Firm Client Information

	No. of Clients	AUM
Firm Total	1697	$511,423,656
Individuals (other than high net worth individuals)	681	$158,066,478
High net worth individuals	130	$328,976,440
Pension and profit sharing plans	18	$24,380,738

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