WFA Asset Management Corp
- Assets, Funds, Holdings
| WFA Asset Management Corp
|
| CRD # | 106102 |
| SEC # | 801-44808 |
| CIK # | 0001994434 |
| AUM |
|
| Employees |
8 (50% Investors, 0% Brokers)
|
| Phone | 414-727-8181 |
| Address | 633 E Henry Clay Street
Whitefish Bay, WI 53217 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
|
|
Total AUM ($M)
|
|
|
| Holdings by Sector ($M) |
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
360
|
148.5 |
| (b) Individuals (high net worth individuals) |
111
|
289.3 |
| (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 |
1.1 |
| (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 |
0.5 |
| Total |
1,447 |
439.3 |
| By Discretionary |
| Discretionary |
1,390 |
424.9 |
| Non-Discretionary |
57 |
14.5 |
| Total |
1,447 |
439.3 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
439.3 |
| Total |
1,447 |
439.3 |
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