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WEATHERLY ASSET MANAGEMENT

Tel: 858-259-4507
832 Camino Del Mar, Suite 4
Del Mar, California  92014

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WEATHERLY ASSET MANAGEMENT

WEATHERLY ASSET MANAGEMENT is a Del Mar, California based financial advisory firm with nearly $1,502,521,887 in assets under management and provides investment advisory services for 1310 clients. There are currently 15 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Publication of periodicals and newsletters

Fee Structure:

A percentage of AUM, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMEN

Firm CRD#:

106935

SEC#:

801-48177

No. of Clients:

1310

Assets under Management

$1,502,521,887

No. of Advisors:

15

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