WFA Asset Management Corp


Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
WFA Asset Management Corp
CRD #106102
SEC #801-44808
AUM $285.5 MM (94% Disc, 100% US, 2020-06-15)
Employees 8 (50% Investors, 0% Brokers)
Address633 E Henry Clay Street
Whitefish Bay, WI 53217
Source [IAPD] [Website] [LinkedIn]
Total AUM ($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
Terms of Service | Privacy Policy | User Guide