WESCOM FINANCIAL SERVICES, LLC
CRD #125650 SEC #801-113359 ANAHEIM, CA 888-879-0558 EXT. 5104
SEC Registered Broker-Dealer
Total AUM
$226.1M
Discretionary
$0
Employees
31
Clients
0
Accounts
1,138
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2022 | $226.1M | $0 | $226.1M | 31 | 0 |
| Mar 2022 | $226.1M | $0 | $226.1M | 31 | 0 |
| Feb 2022 | $193.2M | $0 | $193.2M | 31 | 0 |
| Feb 2022 | $193.2M | $0 | $193.2M | 31 | 0 |
| Nov 2021 | $193.2M | $0 | $193.2M | 31 | 0 |
| Oct 2021 | $193.2M | $0 | $193.2M | 31 | 0 |
| Sep 2021 | $193.2M | $0 | $193.2M | 31 | 0 |
| Jul 2021 | $193.2M | $0 | $193.2M | 31 | 0 |
| Mar 2021 | $193.2M | $0 | $193.2M | 31 | 0 |
| Mar 2021 | $172.4M | $0 | $172.4M | 18 | 0 |
| Nov 2020 | $172.4M | $0 | $172.4M | 18 | 0 |
| Sep 2020 | $172.4M | $0 | $172.4M | 18 | 0 |
| Jul 2020 | $172.4M | $0 | $172.4M | 18 | 0 |
| Jun 2020 | $172.4M | $0 | $172.4M | 18 | 0 |
| Mar 2020 | $172.4M | $0 | $172.4M | 18 | 0 |
| Feb 2020 | $137M | $0 | $137M | 36 | 0 |
| Dec 2019 | $137M | $0 | $137M | 36 | 0 |
| Apr 2019 | $137M | $0 | $137M | 36 | 0 |
| Mar 2019 | $137M | $0 | $137M | 36 | 0 |
| Sep 2018 | $124.9M | $0 | $124.9M | 35 | 0 |
| Jul 2018 | $124.9M | $0 | $124.9M | 35 | 0 |
| May 2018 | $124.9M | $0 | $124.9M | 35 | 0 |
DateJul 2022
Total AUM$226.1M
Discretionary$0
Non-Disc.$226.1M
Employees31
Clients0
DateMar 2022
Total AUM$226.1M
Discretionary$0
Non-Disc.$226.1M
Employees31
Clients0
DateFeb 2022
Total AUM$193.2M
Discretionary$0
Non-Disc.$193.2M
Employees31
Clients0
DateFeb 2022
Total AUM$193.2M
Discretionary$0
Non-Disc.$193.2M
Employees31
Clients0
DateNov 2021
Total AUM$193.2M
Discretionary$0
Non-Disc.$193.2M
Employees31
Clients0
DateOct 2021
Total AUM$193.2M
Discretionary$0
Non-Disc.$193.2M
Employees31
Clients0
DateSep 2021
Total AUM$193.2M
Discretionary$0
Non-Disc.$193.2M
Employees31
Clients0
DateJul 2021
Total AUM$193.2M
Discretionary$0
Non-Disc.$193.2M
Employees31
Clients0
DateMar 2021
Total AUM$193.2M
Discretionary$0
Non-Disc.$193.2M
Employees31
Clients0
DateMar 2021
Total AUM$172.4M
Discretionary$0
Non-Disc.$172.4M
Employees18
Clients0
DateNov 2020
Total AUM$172.4M
Discretionary$0
Non-Disc.$172.4M
Employees18
Clients0
DateSep 2020
Total AUM$172.4M
Discretionary$0
Non-Disc.$172.4M
Employees18
Clients0
DateJul 2020
Total AUM$172.4M
Discretionary$0
Non-Disc.$172.4M
Employees18
Clients0
DateJun 2020
Total AUM$172.4M
Discretionary$0
Non-Disc.$172.4M
Employees18
Clients0
DateMar 2020
Total AUM$172.4M
Discretionary$0
Non-Disc.$172.4M
Employees18
Clients0
DateFeb 2020
Total AUM$137M
Discretionary$0
Non-Disc.$137M
Employees36
Clients0
DateDec 2019
Total AUM$137M
Discretionary$0
Non-Disc.$137M
Employees36
Clients0
DateApr 2019
Total AUM$137M
Discretionary$0
Non-Disc.$137M
Employees36
Clients0
DateMar 2019
Total AUM$137M
Discretionary$0
Non-Disc.$137M
Employees36
Clients0
DateSep 2018
Total AUM$124.9M
Discretionary$0
Non-Disc.$124.9M
Employees35
Clients0
DateJul 2018
Total AUM$124.9M
Discretionary$0
Non-Disc.$124.9M
Employees35
Clients0
DateMay 2018
Total AUM$124.9M
Discretionary$0
Non-Disc.$124.9M
Employees35
Clients0