WESPAC ADVISORS, LLC

ORINDA, California·2 registered advisors·CRD# 148242
SEC# 801-695521510-287-5255
01

Firm Overview

AUM
$926M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WESPAC ADVISORS, LLC

2 registered advisors
John Cole Williams
ORINDA, California
Renee Tailing Szu
ORINDA, California
05

Office Locations

ORINDA, California
2 advisors

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Data sourced from SEC Form ADV filings. WESPAC ADVISORS, LLC (CRD# 148242) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.