|
⚲
|
| Bonnie WUSZ & Associates Inc
✚
|
|
|---|---|
| CRD # | 116471 |
| SEC # | 801-108260 |
| CIK # | |
| AUM | $442.6 MM (2023-03-31) |
| Employees | 5 (40% Investors, 60% Brokers) |
| Phone | 714-998-2077 |
| Address | 3111 N Tustin Street Orange, CA 92865 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 438 | 191.7 |
| (b) Individuals (high net worth individuals) | 125 | 250.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,268 | 442.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,268 | 442.6 |
| Total | 1,268 | 442.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 442.6 | |
| Total | 1,268 | 442.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Centric Wealth Management LLC
✚
|
IL | 0.4 |
|
Hudson Capital Management LLC
✚
|
NJ | 0.4 |
|
M Kraus & Company
✚
|
VT | 0.4 |
|
Ritter Daniher Financial Advisory LLC
✚
|
OH | 0.4 |
|
Neumann Capital Management LLC
✚
|
CA | 0.4 |
|
Brennan John David
✚
|
CA | 0.4 |
|
Lawrence W Kelly & Associates Inc
✚
|
CA | 0.4 |
|
Mountain Capital Investment Advisors Inc
✚
|
CO | 0.4 |
|
West Advisors Incorporated
✚
|
IN | 0.4 |
|
Ventira Private Wealth Management Ltd
✚
|
0.4 |