TRAVIS ALLEN INC.
Legal name: WEALTH STRATEGIES GROUP
CRD #326407 SEC #801-128247 NEWPORT BEACH, CA 888-848-4144
SEC Registered
Total AUM
$16.3M
Discretionary
$16.3M
Employees
4
Clients
11
Accounts
102
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2024 | $16.3M | $16.3M | $0 | 4 | 0 |
| Jun 2024 | $16.3M | $16.3M | $0 | 4 | 0 |
| Jun 2024 | $16.3M | $16.3M | $0 | 4 | 0 |
| May 2024 | $16.3M | $16.3M | $0 | 4 | 0 |
| May 2024 | $16.3M | $16.3M | $0 | 4 | 0 |
| Mar 2024 | $16.3M | $16.3M | $0 | 4 | 0 |
| Feb 2024 | $0 | $0 | $0 | 4 | 0 |
| Jan 2024 | $0 | $0 | $0 | 4 | 0 |
| Aug 2023 | $0 | $0 | $0 | 4 | 0 |
| May 2023 | $0 | $0 | $0 | 4 | 0 |
DateAug 2024
Total AUM$16.3M
Discretionary$16.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2024
Total AUM$16.3M
Discretionary$16.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2024
Total AUM$16.3M
Discretionary$16.3M
Non-Disc.$0
Employees4
Clients0
DateMay 2024
Total AUM$16.3M
Discretionary$16.3M
Non-Disc.$0
Employees4
Clients0
DateMay 2024
Total AUM$16.3M
Discretionary$16.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$16.3M
Discretionary$16.3M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0