Western Growers Financial Services

Western Growers Financial Services (CRD# 115115) is a financial advisory firm headquartered in Irvine, CA. They manage $100,631,881 in 179 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
6501 Irvine Center Drive Ste 100, Irvine, CA 92618
http://www.wgfs.net
By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    179
    ACCOUNTS
  • Average Account Value
    $562,189
Compensation Options
  • A percentage of assets under your management
  • 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
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
Silvia Aviles, financial advisor Irvine CA
Silvia A. Aviles
CRD#: 3020559
15525 Sand Canyon, Irvine, CA 92618

Silvia Aviles (CRD# 3020559) is an Investment Advisor Representative working at Western Growers Financial Services in Irvine, CA and has over 9 years of experience in the finance industry.

2
Matthew Lewis, financial advisor Irvine CA
Matthew D. Lewis
CRD#: 2954995
6501 Irvine Center Drive Suite 100, Irvine, CA 92618

Matthew Lewis (CRD# 2954995) is an Investment Advisor Representative working at Western Growers Financial Services in Irvine, CA and has over 26 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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