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Wespac Advisors Socal, LLC

● SEC registered since 2012CRD 158413SEC# 801-77286Pasadena, CA
Export (members)
Reg. AUM
$516.3M
Employees
12
Accounts
853
Location
Pasadena, CA

Wespac Advisors Socal, LLC assets under management

Wespac Advisors Socal, LLC is an investment advisory firm registered with the SEC based in Pasadena, CA. The firm has been registered since 2012. It reports $516.3 million in regulatory assets under management and employs 12 people.

Wespac Advisors Socal, LLC owners & executives

2 reported
NameTitleOwnershipSince
Peter Pin Chen ControlManaging Member50-75%2011
Wade Steven Perry ControlManaging Member And Chief Compliance Officer25-50%2011

Frequently asked questions

How much does Wespac Advisors Socal, LLC manage?

Wespac Advisors Socal, LLC reports $516.3 million in regulatory assets under management on its Form ADV.

How many employees does Wespac Advisors Socal, LLC have?

Wespac Advisors Socal, LLC reports 12 employees.

Where is Wespac Advisors Socal, LLC located?

Wespac Advisors Socal, LLC is based in Pasadena, CA and has been SEC-registered since 2012.

Does Wespac Advisors Socal, LLC disclose fund performance?

Wespac Advisors Socal, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address201 S. Lake Avenue, Suite 509, Pasadena, CA 91101
Phone626-304-9888
Fax626-467-4322
Office hours8:00 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$516.3M
Non-discretionary$0
Total (RAUM)$516.3M