W.l. Faith Investment Management, LLC

W.l. Faith Investment Management, LLC (CRD# 172720) is a financial advisory firm headquartered in Laguna Niguel, CA. They manage $5,000,000 in 36 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $138,889
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

CA

Financial Advisors at W.l. Faith Investment Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
William L. Faith
CRD#: 5963208
28202 Cabot Road, Suite 300, Laguna Niguel, CA 92677
90
Wealthminder
score

William Faith (CRD# 5963208) is an Investment Advisor Representative working at W.l. Faith Investment Management, LLC in Laguna Niguel, CA and has over 5 years of experience in the finance industry.

2
Joshua M. Cobb
CRD#: 6540486
30290 Rancho Viejo Road, Suite 103, San Juan Capistrano, CA 92675
75
Wealthminder
score

Joshua Cobb (CRD# 6540486) is an Investment Advisor Representative working at W.l. Faith Investment Management, LLC in San Juan Capistrano, CA and has 1 year of experience in the finance industry.

3
Amy M. Semmens
CRD#: 6540512
30290 Rancho Viejo Road, #103, San Juan Capistrano, CA 92675
75
Wealthminder
score

Amy Semmens (CRD# 6540512) is an Investment Advisor Representative working at W.l. Faith Investment Management, LLC in San Juan Capistrano, CA and has 1 year of experience in the finance industry.

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