Western International Securities Inc
- Assets, Funds, Holdings
| Western International Securities Inc
|
| CRD # | 39262 |
| SEC # | 801-68953 |
| CIK # | 0001542334 |
| AUM |
|
| Employees |
407 (49% Investors, 70% Brokers)
|
| Phone | 888-793-7717 |
| Address | 70 S Lake Ave
Pasadena, CA 91101 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
|
|
Total AUM ($B)
|
|
|
| Holdings by Sector ($B) |
|
|
| AUM Breakdown |
Accounts |
AUM ($B) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
6,054
|
1.6 |
| (b) Individuals (high net worth individuals) |
702
|
1.7 |
| (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 |
88 |
0.1 |
| (h) Charitable organizations |
5 |
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 |
79 |
0.1 |
| (n) Other |
0 |
0.0 |
| Total |
10,904 |
3.5 |
| By Discretionary |
| Discretionary |
10,897 |
3.5 |
| Non-Discretionary |
7 |
0.0 |
| Total |
10,904 |
3.5 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
3.5 |
| Total |
10,904 |
3.5 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $1.3B |
| Clients | 907 (1 non-US) |
| Serves | Institutional, Retail |
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