WAKLEY & ROBERTON INC

MOUNTLAKE TERRACE, Washington·1 registered advisor·CRD# 105318
SEC# 801-13697425-582-5839
01

Firm Overview

AUM
$110M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Investment Management
04

Advisors at WAKLEY & ROBERTON INC

1 registered advisor
Neil Francis Wakley
MOUNTLAKE TERRACE, Washington
05

Office Locations

MOUNTLAKE TERRACE, Washington
1 advisor

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Data sourced from SEC Form ADV filings. WAKLEY & ROBERTON INC (CRD# 105318) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.