Wasi

Wasi (CRD# 131689) is a financial advisory firm headquartered in Mill Valley, CA. They manage $46,477,583 in 528 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
25 Evergreen Ave, Suite 6, Mill Valley, CA 94941
http://www.ewasi.com/
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    528
    ACCOUNTS
  • Average Account Value
    $88,026
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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Wasi
Showing 1 - 1 of 1 top financial advisors.
1
Renee Conrady, financial advisor Mill Valley CA
Renee M. Conrady
CRD#: 4834895
25 Evergreen Ave. #6, Mill Valley, CA 94941

Renee Conrady (CRD# 4834895) is an Investment Advisor Representative working at Wasi in Mill Valley, CA and has over 19 years 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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