Western Growers Financial Services

Western Growers Financial Services (CRD# 115115) is a financial advisory firm headquartered in Irvine, CA. They manage $90,380,550 in 123 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    123
    ACCOUNTS
  • Average Account Value
    $734,801
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

AZ, CA, NC

Financial Advisors at Western Growers Financial Services
Showing 1 - 2 of 2 top financial advisors.
1
Matthew D. Lewis
CRD#: 2954995
15525 Sand Canyon, Irvine, CA 92618
93
Wealthminder
score

Matthew Lewis (CRD# 2954995) is an Investment Advisor Representative working at Western Growers Financial Services in Irvine, CA and has over 19 years of experience in the finance industry.

2
Silvia A. Aviles
CRD#: 3020559
15525 Sand Canyon, Irvine, CA 92618
88
Wealthminder
score

Silvia Aviles (CRD# 3020559) is an Investment Advisor Representative working at Western Growers Financial Services in Irvine, CA and has 1 year of experience in the finance industry.

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