WNA WEALTH ADVISORS, INC.
WNA WEALTH ADVISORS, INC. of HINSDALE, IL is an SEC-registered investment adviser (CRD 106792). Regulatory assets under management: $355.3M.
Registration
- CRD: 106792
- SEC file number: 801-44672
- Type: Registered investment adviser
- Location: 120 E OGDEN AVE, STE 130, HINSDALE, IL, 60521
- Phone: 630-455-0600
- Latest filing: 2016-04-20
- Regulatory AUM: $355.3M
- Discretionary AUM: $288.9M
- Non-discretionary AUM: $66.4M
- Clients: 5
- Accounts: 863
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| MCCABE MICHAEL JOSEPH | VP-TREASURER; VP-TREASURER & CHIEF COMPLIANCE OFFICER | — |
| WESTRICK ROBERT ALFRED | PRESIDENT; VP-SECRETARY | — |
| NEFF CHARLES THOMAS | PRESIDENT | — |
Private funds (1)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| WNA PRIVATE EQUITY FUND A, LLC | Private Equity Fund | — | 32 | $2.5M | $50K |
More on this firm