Marian Wellman (CRD# 1122844) is an Investment Advisor Representative working at International Asset Management in San Mateo, CA and has over 31 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Individual Asset Management, Inc. | Chapala, | May 2006 - Current | 17 |
| Taxes In Mexico | Chapala, | Mar 2004 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1992 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1998 |
- CA
-
Total Assets Under Management84MILLIONS
-
Total Number of Accounts243ACCOUNTS
-
Average Account Value$345,679
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, TX
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