WASI of MILL VALLEY, CA is an SEC-registered investment adviser (CRD 131689). Regulatory assets under management: $70.9M.
Compensation: % of AUM.
Clients served: High net worth, Corporations.
| Name | Role | Location |
|---|---|---|
| GORDON GEORGE BRUCE | PRESIDENT | — |
| FRANZESE JOHN ANTHONY | VICE PRESIDENT | — |
| CONRADY RENEE MARILYN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, V.P.; VICE PRESIDENT | — |
| PICO TONY | VICE PRESIDENT | — |
| VAN HOY RENEE MARILYN | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |