WFP SECURITIES CORPORATION
Legal name: WESTERN FINANCIAL ADVISORS
CRD #35098 SEC #801-64673 SAN DIEGO, CA 858-677-0377
SEC Registered Broker-Dealer
Total AUM
$31.6M
Discretionary
$15.9M
Employees
10
Clients
51
Accounts
238
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2011 | $41M | $15.2M | $25.8M | -- | -- |
| Sep 2010 | $41M | $15.2M | $25.8M | -- | -- |
| Jan 2010 | $36.2M | $16M | $20.2M | -- | -- |
| Jan 2007 | $31.6M | $15.9M | $15.7M | 10 | -- |
| Nov 2005 | $31.6M | $15.9M | $15.7M | 10 | -- |
DateMar 2011
Total AUM$41M
Discretionary$15.2M
Non-Disc.$25.8M
Employees--
Clients--
DateSep 2010
Total AUM$41M
Discretionary$15.2M
Non-Disc.$25.8M
Employees--
Clients--
DateJan 2010
Total AUM$36.2M
Discretionary$16M
Non-Disc.$20.2M
Employees--
Clients--
DateJan 2007
Total AUM$31.6M
Discretionary$15.9M
Non-Disc.$15.7M
Employees10
Clients--
DateNov 2005
Total AUM$31.6M
Discretionary$15.9M
Non-Disc.$15.7M
Employees10
Clients--