RIA Intelligence

WACKER ROBERT EUGENE

Legal name: R.E. WACKER ASSOCIATES

CRD #112310 SEC #801-35366 SAN LUIS OBISPO, CA 805-541-1308
SEC Registered
Total AUM
$234.2M
Discretionary
$234.2M
Employees
10
Clients
251
Accounts
207

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 20, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KRILL, BRYAN, MATTHEWICHIEF COMPLIANCE OFFICERNA Control
KRILL, BRYAN, MATTHEWICHIEF COMPLIANCE OFFICERNA Control
WACKER, ROBERTIOWNERE Control
WACKER, ROBERTIOWNERE Control
WACKER, ROBERT, EUGENEIPRESIDENT; CEOE Control
WACKER, ROBERT, EUGENEIOWNERE Control
WACKER, ROBERT, EUGENEIPRESIDENT; CEOE Control
WACKER, ROBERT, EUGENEIOWNERE Control
KRILL, BRYAN, MATTHEWICHIEF COMPLIANCE OFFICER; COOB Control
KRILL, BRYAN, MATTHEWICHIEF COMPLIANCE OFFICER; COOB Control

Registrations

Federal

IA
Sep 20, 2005 REGISTERED

Notice Filings (4)

CA HI NV TX

Address

973 HIGUERA ST., STE. A
SAN LUIS OBISPO, CA 93401
USA
Phone: 805-541-1308