Be advised. This firm is no longer registered.

Werres, Tseng & Company, LLC

Werres, Tseng & Company, LLC (CRD# 152647) is a financial advisory firm headquartered in San Francisco, CA. They manage $7,715,000 in 36 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $214,306
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, MA

Financial Advisors at Werres, Tseng & Company, LLC
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.