WANDA L. HERSHBERGER
Legal name: HERSHBERGER FINANCIAL SERVICES
CRD #113822 SEC #801-63895 BREA, CA 714-256-1009
SEC Registered
Total AUM
$77M
Discretionary
$0
Employees
5
Clients
101
Accounts
170
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2008 | $60.6M | $0 | $60.6M | 5 | -- |
| Nov 2007 | $77M | $0 | $77M | 5 | -- |
| Feb 2007 | $77M | $0 | $77M | 5 | -- |
| Mar 2006 | $50M | $0 | $50M | 5 | -- |
| Jan 2005 | $36.4M | $0 | $36.4M | 5 | -- |
DateMar 2008
Total AUM$60.6M
Discretionary$0
Non-Disc.$60.6M
Employees5
Clients--
DateNov 2007
Total AUM$77M
Discretionary$0
Non-Disc.$77M
Employees5
Clients--
DateFeb 2007
Total AUM$77M
Discretionary$0
Non-Disc.$77M
Employees5
Clients--
DateMar 2006
Total AUM$50M
Discretionary$0
Non-Disc.$50M
Employees5
Clients--
DateJan 2005
Total AUM$36.4M
Discretionary$0
Non-Disc.$36.4M
Employees5
Clients--