WESPAC ADVISORS
CRD #109915 SEC #801-50645 OAKLAND, CA 510-287-5255
SEC Registered
Total AUM
$262.7M
Discretionary
$70.7M
Employees
10
Clients
26
Accounts
453
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2007 | $445.1M | $135.3M | $309.9M | 10 | -- |
| Jun 2007 | $445.1M | $135.3M | $309.9M | 10 | -- |
| Mar 2007 | $445.1M | $135.3M | $309.9M | 10 | -- |
| Dec 2006 | $364.1M | $250.4M | $113.7M | 10 | -- |
| Mar 2006 | $364.1M | $250.4M | $113.7M | 10 | -- |
| Sep 2005 | $262.7M | $70.7M | $192M | 10 | -- |
| Jan 2005 | $171.8M | $29.5M | $142.2M | 10 | -- |
| May 2004 | $171.8M | $29.5M | $142.2M | 10 | -- |
| Apr 2004 | $171.8M | $29.5M | $142.2M | 10 | -- |
DateSep 2007
Total AUM$445.1M
Discretionary$135.3M
Non-Disc.$309.9M
Employees10
Clients--
DateJun 2007
Total AUM$445.1M
Discretionary$135.3M
Non-Disc.$309.9M
Employees10
Clients--
DateMar 2007
Total AUM$445.1M
Discretionary$135.3M
Non-Disc.$309.9M
Employees10
Clients--
DateDec 2006
Total AUM$364.1M
Discretionary$250.4M
Non-Disc.$113.7M
Employees10
Clients--
DateMar 2006
Total AUM$364.1M
Discretionary$250.4M
Non-Disc.$113.7M
Employees10
Clients--
DateSep 2005
Total AUM$262.7M
Discretionary$70.7M
Non-Disc.$192M
Employees10
Clients--
DateJan 2005
Total AUM$171.8M
Discretionary$29.5M
Non-Disc.$142.2M
Employees10
Clients--
DateMay 2004
Total AUM$171.8M
Discretionary$29.5M
Non-Disc.$142.2M
Employees10
Clients--
DateApr 2004
Total AUM$171.8M
Discretionary$29.5M
Non-Disc.$142.2M
Employees10
Clients--