Brett Wakasa (CRD# 4500286) is an Investment Advisor Representative working at Payden & Rygel in Los Angeles, CA and has over 19 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Payden & Rygel | Los Angeles, CA | Jan 2020 - Current | 4 |
| Pimco Investments LLC | Newport Beach, CA | Feb 2011 - Jan 2020 | 8 |
| Pacific Investment Management Company LLC | Newport Beach, CA | Jan 2008 - Jan 2020 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2005 |
- CA
-
Total Assets Under Management142,283MILLIONS
-
Total Number of Accounts869ACCOUNTS
-
Average Account Value$163,732,226
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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