# XELAN INVESTMENT SERVICES, INC.

XELAN INVESTMENT SERVICES, INC. of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 111870
- Type: SEC-registered investment adviser
- SEC file number: 801-60149
- Location: 401 WEST A STREET , SUITE 2210, SAN DIEGO, CA, 92101-7909
- Phone: 619-232-0444
- Latest filing: 2005-11-14
- Regulatory AUM: $821.1M
- Discretionary AUM: $821.1M
- Clients: 6
- Accounts: 1,985

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| DUNN PAUL EDWARD | PRESIDENT | — |
| HERMAN JOHN CLIFFORD | PRESIDENT | — |
| GUESS LEWIS DONALD | MAJORITY OWNER | — |
| FORD JENNIFER | SECRETARY | — |
| MURPHY MELISSA | SECRETARY | — |
| LOCKO STEPHEN MICHAEL | EXECUTIVE VP; PRESIDENT | — |
| WACHENDORFER CHARLES FRANCIS | EXECUTIVE VP | — |
| WASCHER HEATHER LYNNE | SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111870/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111870/similar
- Related entities: https://search.stillhousedata.com/firm/111870/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111870

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.