WAYPOINT FINANCIAL ADVISORS, INC.
Legal name: DBA, WAYPOINT FINANCIAL ADVISORS
CRD #109158 SEC #801-58233 MODESTO, CA 209-530-1515
SEC Registered
Total AUM
$31.4M
Discretionary
$0
Employees
5
Clients
10
Accounts
268
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2002 | $31.4M | $0 | $31.4M | 5 | -- |
DateMar 2002
Total AUM$31.4M
Discretionary$0
Non-Disc.$31.4M
Employees5
Clients--