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Scott Andrew Wallace

PACIFIC WESTERN ASSET MANAGEMENT INC.·SAN FRANCISCO, California
Unclaimed Profile
501 SECOND STREET, SAN FRANCISCO, CA 94107CRD# 6592914Firm CRD# 166828
01

About

Scott Andrew Wallace is a registered financial advisor based in SAN FRANCISCO, California, affiliated with PACIFIC WESTERN ASSET MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
BOFCAL ASSET MANAGEMENT INC.
BOFCAL ASSET MANAGEMENT INC.
AUM
$184M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at BOFCAL ASSET MANAGEMENT INC. →
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: SERVICE PROVIDER FEES FROM CERTAIN MONEY MARKET FUNDS
Regulatory
SEC/IARD CRD# 6592914
Firm CRD# 166828
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Scott Andrew Wallace offer?
Scott Andrew Wallace specializes in Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Scott Andrew Wallace's credentials?
Scott Andrew Wallace is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Andrew Wallace located?
Scott Andrew Wallace is based in SAN FRANCISCO, California, working with PACIFIC WESTERN ASSET MANAGEMENT INC.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Scott Andrew Wallace charge for services?
Scott Andrew Wallace's firm is compensated through percentage of aum, other: service provider fees from certain money market funds. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PACIFIC WESTERN ASSET MANAGEMENT INC.?
PACIFIC WESTERN ASSET MANAGEMENT INC. has approximately 5 employees and manages $184M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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