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
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MENSONIDES, JOHN, LOUIS | I | CEO | D | Control |
| SWEHLA, TERRY, DONALD | I | PRESIDENT | D | Control |
Registrations
Federal
IA
Mar 28, 2002 REGISTERED
Notice Filings (1)
CA
Address
909 FIFTEENTH STREET, SUITE 1MODESTO, CA 95354-1130
USA
Phone: 209-530-1515