WESPAC ADVISORS SOCAL, LLC

WESPAC ADVISORS SOCAL, LLC of PASADENA, CA is an SEC-registered investment adviser (CRD 158413). Regulatory assets under management: $609.8M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.

Officers, owners & control persons (6)

NameRoleLocation
Peter Pin ChenMANAGING MEMBER
Wade Steven PerryMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
CHEN PETER PINMANAGING MEMBER
PERRY WADE STEVENMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
TRABA JOSEPH PETERPORTFOLIO MANAGER; PORTFOLIO MANAGER/CIO
LORENZO COCO MOWNER; VICE PRESIDENT

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