Wilma J. Engel
Wilma J. Engel (CRD# 135918) is a financial advisory firm headquartered in La Jolla, CA. They manage $52,157,158 in 63 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management52MILLION
Total Number of Accounts63ACCOUNTS
Average Account Value$827,891
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)