WING FINANCIAL INC.
Legal name: WING
CRD #333826 SEC #801-131883 NEWPORT BEACH, CA 9492099584
SEC Registered
Total AUM
$15.5K
Discretionary
$15.5K
Employees
2
Clients
0
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $15.5K | $15.5K | $0 | 2 | 0 |
| Feb 2025 | $0 | $0 | $0 | 2 | 0 |
| Jan 2025 | $0 | $0 | $0 | 2 | 0 |
| Jan 2025 | $0 | $0 | $0 | 2 | 0 |
| Dec 2024 | $0 | $0 | $0 | 2 | 0 |
DateJun 2025
Total AUM$15.5K
Discretionary$15.5K
Non-Disc.$0
Employees2
Clients0
DateFeb 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0