PPrivate Fund Data Log in Join · $37/mo

William Robert Andersen

Portfolio Manager; Chief Compliance OfficerWestern Pacific Wealth Management, LPCRD 4344365

About William Robert Andersen

William Robert Andersen is listed as Portfolio Manager; Chief Compliance Officer at Western Pacific Wealth Management, LP in Lake Forest, IL. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Western Pacific Wealth Management, LP
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does William Robert Andersen work?

William Robert Andersen is listed as Portfolio Manager; Chief Compliance Officer at Western Pacific Wealth Management, LP on SEC Form ADV.

How much of Western Pacific Wealth Management, LP does William Robert Andersen own?

Form ADV reports a beneficial ownership band of Under 5%.

Western Pacific Wealth Management, LP

TitlePortfolio Manager; Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2010
View Western Pacific Wealth Management, LP →