Wales Investments Inc.
Wales Investments Inc. (CRD# 172894) is a financial advisory firm headquartered in San Jose, CA. They manage $82,561,770 in 352 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management83MILLION
-
Total Number of Accounts352ACCOUNTS
-
Average Account Value$234,550
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
- Publication of periodicals or newsletters
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Wales Investments Inc.
No Advisor Found.
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