BONNIE WUSZ & ASSOCIATES, INC. of ORANGE, CA is an SEC-registered investment adviser (CRD 116471). Regulatory assets under management: $692.8M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Matthew David Rothchild | CHIEF COMPLIANCE OFFICER | — |
| Bonnie Sue Wusz | PRESIDENT (SECRETARY AND CFO); TRUSTEE | — |
| Timothy Nmn Wusz | TRUSTEE; VICE PRESIDENT | — |
| Laurel Anne Hackett | FINANCIAL ADVISOR | — |
| Tina Louise Mitchell | CHIEF COMPLIANCE OFFICER | — |
| MITCHELL TINA LOUISE | CHIEF COMPLIANCE OFFICER | — |
| HACKETT LAUREL ANNE | CHIEF COMPLIANCE OFFICER; FINANCIAL ADVISOR | — |
| WUSZ BONNIE SUE | PRESIDENT (SECRETARY AND CFO); TRUSTEE | — |
| WUSZ TIMOTHY NMN | TRUSTEE; VICE PRESIDENT | — |
| WUSZ TIMOTHY | TRUSTEE; VICE PRESIDENT | — |
| HAARBERG CARRIE CHEREE | CHIEF COMPLIANCE OFFICER | — |