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WILSEY ASSET MANAGEMENT INCORPORATED
Tel: 858-224-0004
10620 Treena Street Ste 100
San Diego, California 92131
WILSEY ASSET MANAGEMENT INCORPORATED
WILSEY ASSET MANAGEMENT INCORPORATED is a San Diego, California based financial advisory firm with nearly $511,423,656 in assets under management and provides investment advisory services for 1697 clients. There are currently 8 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Publication of periodicals and newsletters , Education seminars/workshops , Other (CONSULTING FEES, SEMINARS AND SPEAKING ENGAGEMENTS)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (SEMINAR AND SPEAKING ENGAGEMENT FEE
Firm CRD#:
130482
SEC#:
801-70297
No. of Clients:
1697
Assets under Management
$511,423,656
No. of Advisors:
8
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