Marian WellmanCRD Number: 1122844
Current Firm: International Asset Management
Marian Wellman (CRD# 1122844) is an Investment Advisor Representative working at International Asset Management in Menlo Park, CA and has over 30 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
J.p. Morgan Securities LLC
|Individual Asset Management, Inc.||Chapala,||May 2006 - Current||16|
|Taxes In Mexico||Chapala,||Mar 2004 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1992|
|S65||NASAA Investment Advisors Law Examination||Dec 1998|
Total Assets Under Management104MILLIONS
Total Number of Accounts275ACCOUNTS
Average Account Value$378,182
- 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)
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