WFA Asset Management Corp

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Assets, Funds, Holdings

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WFA Asset Management Corp
CRD #106102
SEC #801-44808
CIK #
AUM $285.5 MM (94% Disc, 100% US, 2020-06-15)
Employees 8 (50% Investors, 0% Brokers)
Phone414-727-8181
Address633 E Henry Clay Street
Whitefish Bay, WI 53217
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
3002401801206001999200620132021
Comparable Firms State AUM ($BB)
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NC 0.3
Matson Financial Advisors Inc
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Gantzert Investment Company LLC
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TFG Advisers LLC
MI 0.3
Affiliated Financial Advisors Inc
WI 0.3
Vickerman & Driscoll Financial Advisors Inc
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Mosaic Advisors LLC
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Blue Fin Capital Inc
RI 0.3
Crowley Wealth Management Inc
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