Whjr Associates

Whjr Associates (CRD# 113269) is a financial advisory firm headquartered in Campbell, CA. They manage $174,000,000 in 616 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    174
    MILLION
  • Total Number of Accounts
    616
    ACCOUNTS
  • Average Account Value
    $282,468
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)
  • Market timing services
  • Educational seminars/workshops
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, TN, WA

Financial Advisors at Whjr Associates
Showing 1 - 10 of 24 top financial advisors.
1
Timothy J. Powell
CRD#: 2209644
455 Kern Street, Suite B, Shafter, CA 93263
96
Wealthminder
score

Timothy Powell (CRD# 2209644) is an Investment Advisor Representative working at Whjr Associates in Shafter, CA and has over 24 years of experience in the finance industry. Timothy Powell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Tara C. Trautsch
CRD#: 5292832
252 Pine Avenue, Suite C, Pacific Grove, CA 93950
96
Wealthminder
score

Tara Trautsch (CRD# 5292832) is an Investment Advisor Representative working at Whjr Associates in Pacific Grove, CA and has over 9 years of experience in the finance industry. Tara Trautsch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Charles S. Anderson
CRD#: 2330365
The Dockside Building, 203 Parfitt Way, Suite 100, Bainbridge Island, WA 98110
93
Wealthminder
score

Charles Anderson (CRD# 2330365) is an Investment Advisor Representative working at Whjr Associates in Bainbridge Island, WA and has over 23 years of experience in the finance industry.

4
Judy W. Chang
CRD#: 870705
1522 Laurel Street, Suite 8, San Carlos, CA 94070
93
Wealthminder
score

Judy Chang (CRD# 870705) is an Investment Advisor Representative working at Whjr Associates in San Carlos, CA and has over 16 years of experience in the finance industry.

5
Gary A. Garcia
CRD#: 827550
516 W. Shaw Avenue, Suite 200, Fresno, CA 93704
93
Wealthminder
score

Gary Garcia (CRD# 827550) is an Investment Advisor Representative working at Whjr Associates in Fresno, CA and has over 18 years of experience in the finance industry.

6
Eric L. Gottlieb
CRD#: 2197123
55 North Third Street Ste. 200, Campbell, CA 95008
93
Wealthminder
score

Eric Gottlieb (CRD# 2197123) is an Investment Advisor Representative working at Whjr Associates in Campbell, CA and has over 21 years of experience in the finance industry.

7
Sylvain P. Lapointe
CRD#: 4460061
55 N 3rd Street, Suite 200, Campbell, CA 95008
93
Wealthminder
score

Sylvain Lapointe (CRD# 4460061) is an Investment Advisor Representative working at Whjr Associates in Campbell, CA and has over 14 years of experience in the finance industry.

8
Dean O. Leonard
CRD#: 1275073
55 N 3rd Street, Suite 200, Campbell, CA 95008
93
Wealthminder
score

Dean Leonard (CRD# 1275073) is an Investment Advisor Representative working at Whjr Associates in Campbell, CA and has over 31 years of experience in the finance industry.

9
Monica A. McCready
CRD#: 1561225
55 North Third Street Ste. 200, Campbell, CA 95008
93
Wealthminder
score

Monica McCready (CRD# 1561225) is an Investment Advisor Representative working at Whjr Associates in Campbell, CA and has over 24 years of experience in the finance industry.

10
Nancy A. Pyzel
CRD#: 1675100
19925 Stevens Creek Blvd., Cupertino, CA 95014
93
Wealthminder
score

Nancy Pyzel (CRD# 1675100) is an Investment Advisor Representative working at Whjr Associates in Cupertino, CA and has over 10 years of experience in the finance industry.

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