Wilsey Asset Management Incorporated

Wilsey Asset Management Incorporated (CRD# 130482) is a financial advisory firm headquartered in San Diego, CA. They manage $511,423,656 in 1,697 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
10620 Treena Street, Ste 100, San Diego, CA 92131
https://www.linkedin.com/company/wilsey-asset-management/?viewasmember=true
By the Numbers
  • Total Assets Under Management
    511
    MILLION
  • Total Number of Accounts
    1,697
    ACCOUNTS
  • Average Account Value
    $301,369
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, ID, LA, MT, NC, NH, NV, NY, TX, UT, VA, WA, WI

Financial Advisors at Wilsey Asset Management Incorporated
Showing 1 - 2 of 2 top financial advisors.
1
Brent Wilsey, financial advisor San Diego CA
Brent M. Wilsey
CRD#: 1263961
10620 Treena Street, Ste 100, San Diego, CA 92131

Brent Wilsey (CRD# 1263961) is an Investment Advisor Representative working at Wilsey Asset Management Incorporated in San Diego, CA and has over 37 years of experience in the finance industry.

2
Chase Wilsey, financial advisor San Diego CA
Chase M. Wilsey
CRD#: 6467222
10620 Treena Street, Ste 100, San Diego, CA 92131

Chase Wilsey (CRD# 6467222) is an Investment Advisor Representative working at Wilsey Asset Management Incorporated in San Diego, CA and has over 9 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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