|
⚲
|
| WFA Asset Management Corp
✚
|
|
|---|---|
| CRD # | 106102 |
| SEC # | 801-44808 |
| CIK # | |
| AUM | $285.5 MM (94% Disc, 100% US, 2020-06-15) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 414-727-8181 |
| Address | 633 E Henry Clay Street Whitefish Bay, WI 53217 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Fortem Financial Group LLC
✚
|
CA | 0.3 |
|
Alpha Financial Advisors LLC
✚
|
NC | 0.3 |
|
Matson Financial Advisors Inc
✚
|
CT | 0.3 |
|
Gantzert Investment Company LLC
✚
|
IL | 0.3 |
|
TFG Advisers LLC
✚
|
MI | 0.3 |
|
Affiliated Financial Advisors Inc
✚
|
WI | 0.3 |
|
Vickerman & Driscoll Financial Advisors Inc
✚
|
WA | 0.3 |
|
Mosaic Advisors LLC
✚
|
TX | 0.3 |
|
Blue Fin Capital Inc
✚
|
RI | 0.3 |
|
Crowley Wealth Management Inc
✚
|
DE | 0.3 |