Wescom Financial Services, Llc (Pasadena)
Wescom Financial Services, Llc Is a Large Advisory Firm Based in Pasadena. It Manages $137 Million of Regulatory Assets for 1,011 Client Accounts. It Has Been...
Wescom Financial Services, LLC is a large advisory firm based in Pasadena. It manages $137 million of regulatory assets for 1,011 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of California, Louisiana, and Texas.
Wescom Financial Services provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Wescom Financial Services: assets under management
The assets under management (AUM) of Wescom Financial Services, LLC is $137 million. The company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in investment and business development companies the most. They account for 68% of the total AUM. The second-largest asset type is exchange traded securities, which make up 27% of the firm’s portfolio. Investments in cash and cash equivalents form 2% of the total invested assets.
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