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BONNIE WUSZ & ASSOCIATES, INC.
BONNIE WUSZ & ASSOCIATES, INC.
BW & ASSOCIATES, INC.
ORANGE, California
·
3 registered advisors
·
CRD# 116471
SEC# 801-108260
0
714-998-2077
01
Firm Overview
AUM
$523M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at BONNIE WUSZ & ASSOCIATES, INC.
3 registered advisors
Bonnie Sue Wusz
ORANGE, California
CFP
CRD# 1141949
Carrie Cheree Haarberg
ORANGE, California
CRD# 5430165
Laurel Anne Hackett
ORANGE, California
CRD# 3223067
05
Office Locations
ORANGE, California
3 advisors
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Data sourced from SEC Form ADV filings. BONNIE WUSZ & ASSOCIATES, INC. (CRD# 116471) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.