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Bonnie Sue Wusz

BONNIE WUSZ & ASSOCIATES, INC.·ORANGE, California
Unclaimed Profile
3111 N. TUSTIN STREET, ORANGE, CA 92865CRD# 1141949Firm CRD# 116471
01

About

Bonnie Sue Wusz is a registered financial advisor based in ORANGE, California, affiliated with BONNIE WUSZ & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BONNIE WUSZ & ASSOCIATES, INC.
BW & ASSOCIATES, INC.
AUM
$523M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at BONNIE WUSZ & ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1141949
Firm CRD# 116471
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bonnie Sue Wusz offer?
Bonnie Sue Wusz specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ORANGE, California for a consultation.
What are Bonnie Sue Wusz's credentials?
Bonnie Sue Wusz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bonnie Sue Wusz located?
Bonnie Sue Wusz is based in ORANGE, California, working with BONNIE WUSZ & ASSOCIATES, INC.. Their office serves clients in the ORANGE metropolitan area and surrounding communities.
How does Bonnie Sue Wusz charge for services?
Bonnie Sue Wusz's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BONNIE WUSZ & ASSOCIATES, INC.?
BONNIE WUSZ & ASSOCIATES, INC. has approximately 5 employees and manages $523M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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