WESPAC Advisors is an investment advisor in Orinda with $800.06 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
262824668
SEC advisor number
801-69552
FINRA CRD number
148242
AUM ?
$800.06 mm
(as of 3 May 23)
Accounts
629
(as of 3 May 23)
Employees
10
(8 investment advisory or research)
Address
WESPAC Advisors
519 17TH STREET
5TH FLOOR
OAKLAND
CA 94612
519 17TH STREET
5TH FLOOR
OAKLAND
CA 94612
Office hours
Monday - Friday, 8:30 AM- 5:30 PM
Phone
510-287-5255
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Szu, Renee, Tailing | President | 08/2008 | < 5% |
Focus Operating, LLC | Member | 07/2008 | > 75% |
Focus Financial Partners, LLC | Member | 01/2007 | > 75% |
Williams, John, Cole | Chief Compliance Officer | 05/2011 | < 5% |
Focus Financial Partners Inc. | Member | 07/2018 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Apr 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR
Quarterly holdings report by institutional manager
27 Apr 22
13F-HR
Quarterly holdings report by institutional manager
27 Jan 22