Western Financial Corporation

EST. AUM
$414,445,124

CONTACTS
3

CLIENT ACCOUNTS
483

Firm Details

Metro area San Diego
CRD Number 6118
Website westfincorp.com
Client types

Overview

Western Financial Corporation is a San Diego-based, SEC-registered investment adviser that provides customized portfolio management and financial planning services. Established in 1971, the firm operates under a fee-only fiduciary model, offering conflict-free investment advisory services to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm emphasizes long-term relationships and generational client service.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Western Financial Corporation

Platform Details

Investment Preferences

Alternative Activity

Address

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