SELECT WEALTH ADVISORS, INC.
CRD #134447 SEC #801-69955 MODESTO, CA 209-579-5900
SEC Registered
Total AUM
$12.2M
Discretionary
$0
Employees
1
Clients
1
Accounts
25
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2012
- 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 |
|---|---|---|---|---|
| BURROW, JEFFREY, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| GORDO, JASON, MICHAEL | I | OWNER | D | Control |
| ROYER, MARK, EUGENE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| ROYER, MARK, EUGENE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| ROYER, MARY, LOU | I | CFO | D | Control |
| ROYER, MARY, LOU | I | CFO | D | Control |
Registrations
Federal
IA
Mar 30, 2012 REGISTERED
Notice Filings (1)
CA
Address
1101 SYLVAN AVESUITE C-203
MODESTO, CA 95350
United States
Phone: 209-579-5900