AdvisorOS Directory
Claim Profile
WW

Wafiullah Wahidi

SPRINGER INVESTMENT MANAGEMENT, INC.·SACRAMENTO, California
Unclaimed Profile
4480 DUCKHORN DRIVE, SACRAMENTO, CA 95834CRD# 6436226Firm CRD# 111072
01

About

Wafiullah Wahidi is a registered financial advisor based in SACRAMENTO, California, affiliated with SPRINGER INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
SPRINGER INVESTMENT MANAGEMENT, INC.
SPRINGER FINANCIAL ADVISORS
AUM
$209M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SPRINGER INVESTMENT MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6436226
Firm CRD# 111072
8 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SACRAMENTO?

Browse all registered financial advisors in SACRAMENTO, California or claim this profile if it's yours.

Browse SACRAMENTO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Wafiullah Wahidi offer?
Wafiullah Wahidi specializes in Investment Management, Wealth Management. Contact their office in SACRAMENTO, California for a consultation.
What are Wafiullah Wahidi's credentials?
Wafiullah Wahidi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wafiullah Wahidi located?
Wafiullah Wahidi is based in SACRAMENTO, California, working with SPRINGER INVESTMENT MANAGEMENT, INC.. Their office serves clients in the SACRAMENTO metropolitan area and surrounding communities.
How does Wafiullah Wahidi charge for services?
Wafiullah Wahidi's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPRINGER INVESTMENT MANAGEMENT, INC.?
SPRINGER INVESTMENT MANAGEMENT, INC. has approximately 4 employees and manages $209M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SACRAMENTO
Rabecca Paulette Altman — SPRINGER INVESTMENT MANAGEMENT, INC.Steven James Dunlap — FDX ADVISORS, INC.Matthew Eric Russell — HANSON MCCLAIN RETIREMENT NETWORK, LLCDavid William Schauer — ALLWORTH FINANCIAL, L.P.Keith Wayne Springer — SPRINGER INVESTMENT MANAGEMENT, INC.
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile