Western International Securities

Assets Under Management

$3.5B

Number of Clients

6,928

Number of Advisors

N/A

Average Client AUM

$507K

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Western International Securities (WIS) offers a range of investment advisory programs and services, including the Contour Platform, Discretionary Investment Management Program (AdvisorOne), and access to third-party money managers (TPMMs). WIS provides access to various securities products and offers financial planning/consulting services. IARs are independent contractors and may focus on certain advisory services.

Fee Structure

Minimum Investment:$2K
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementHigh Net Worth
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Location

70 S. Lake Ave., Suite 700, Pasadena, CA, 91101

0 Advisors at this firm

No advisors found for this firm.