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WESTERN PACIFIC WEALTH MANAGEMENT, LP
Tel: (847) 987-8015
263 Market Square Suite B
Lake Forest, Illinois 60045
WESTERN PACIFIC WEALTH MANAGEMENT, LP
WESTERN PACIFIC WEALTH MANAGEMENT, LP is a Lake Forest, Illinois based financial advisory firm with nearly $189,940,889 in assets under management and provides investment advisory services for 38 clients. There are currently 3 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Selection for other advisors
Fee Structure:
A percentage of AUM
Firm CRD#:
152714
SEC#:
801-71679
No. of Clients:
38
Assets under Management
$189,940,889
No. of Advisors:
3
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