WESTERN FINANCIAL CORPORATION
San Diego, California
3.0
2 Reviews
Based in San Diego, CA, Western Financial Corporation is a small investment advisory firm that specializes in managing assets for high net worth individuals. With a team of six employees, including two dedicated investment advisors, they have successfully built a reputation for their exceptional service and expertise. Western Financial Corporation boasts an impressive average of approximately $14,810,000 in assets under management per investment advisor, showcasing their ability to handle substantial portfolios. Their compensation structure is diverse, incorporating various types such as a percentage of assets under management, h...
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Assets Under Mgmt

$201.12M

Investment Professionals

2

Locations

0

% 401K & Individual

2%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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