Silvia Mccoll Wealth Management, LLC
Silvia Mccoll Wealth Management, LLC (CRD# 295339) is a financial advisory firm headquartered in San Diego, CA. They manage $227,791,755 in 344 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management228MILLION
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Total Number of Accounts344ACCOUNTS
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Average Account Value$662,185
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Silvia Mccoll Wealth Management, LLC
1
William McColl (CRD# 1930495) is an Investment Advisor Representative working at Silvia Mccoll Wealth Management, LLC in San Diego, CA and has over 34 years of experience in the finance industry.
2
Brandon Silvia (CRD# 6239135) is an Investment Advisor Representative working at Silvia Mccoll Wealth Management, LLC in San Diego, CA and has over 10 years of experience in the finance industry.
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