WESTERN FINANCIAL CORPORATION of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 6118). Regulatory assets under management: $309.2M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Richard Steven Levenson | PRESIDENT, CEO, CCO & CIO (SINCE 12/2016), TRUSTEE OF THE RICHARD S. LEVENSON TRUST U/A 12/02/2014 (SINCE 04/2015) | — |
| TURLEY SANDIE | CFO/FINOP/PRIN FIN OFFICER/PRIN OPS OFFICER | — |
| LEVENSON HOWARD BOYD | CHAIRMAN | — |
| LEVENSON RICHARD STEVEN | PRESIDENT, CEO, CCO & CIO (SINCE 12/2016), TRUSTEE OF THE RICHARD S. LEVENSON TRUST U/A 12/02/2014 (SINCE 04/2015); PRESIDENT, CEO, CCO & RIA CHIEF INVESTMENT OFFICER | — |