Wasi

Wasi (CRD# 131689) is a financial advisory firm headquartered in Mill Valley, CA. They manage $33,146,001 in 600 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
700 E. Blithedale, Suite 1, Mill Valley, CA 94941
http://www.ewasi.com/
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    600
    ACCOUNTS
  • Average Account Value
    $55,243
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Wasi
Showing 1 - 3 of 3 top financial advisors.
1
Renee Conrady, financial advisor San Francisco CA
Renee M. Conrady
CRD#: 4834895
432 Clement Street, San Francisco, CA 94118
93
Wealthminder
score

Renee Conrady (CRD# 4834895) is an Investment Advisor Representative working at Wasi in San Francisco, CA and has over 13 years of experience in the finance industry.

2
John Franzese, financial advisor San Francisco CA
John A. Franzese
CRD#: 1639526
432 Clement Street, San Francisco, CA 94118
87
Wealthminder
score

John Franzese (CRD# 1639526) is an Investment Advisor Representative working at Wasi in San Francisco, CA and has 1 year of experience in the finance industry.

3
George Gordon, financial advisor San Francisco CA
George B. Gordon
CRD#: 1027934
432 Clement Street, San Francisco, CA 94118
87
Wealthminder
score

George Gordon (CRD# 1027934) is an Investment Advisor Representative working at Wasi in San Francisco, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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