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Wesley Owen Bales Investment Advisory Service
WESLEY OWEN BALES INVESTMENT ADVISORY SERVICE is a state-registered investment adviser. The firm manages $32 million in assets, $24 million on a...
Overview
WESLEY OWEN BALES INVESTMENT ADVISORY SERVICE is a state-registered investment adviser. The firm manages $32 million in assets, $24 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
What assets under management (AUM) does the firm report?
The firm does not publicly disclose its AUM. SEC registration does not require public AUM disclosure for all types of filers, so the figure remains unknown.
Where is the firm headquartered?
The firm's headquarters location is not confirmed. No city, state, or country is listed in accessible sources.
Does the firm have a website or LinkedIn page?
No website or LinkedIn profile has been identified for the firm. This lack of digital footprint contributes to its opaque public profile.
How can I verify the firm's regulatory status?
The firm's SEC registration can be verified via the Investment Adviser Public Disclosure (IAPD) website, using the name 'WESLEY OWEN BALES INVESTMENT ADVISORY SERVICE'. Registration does not imply endorsement or performance evaluation.
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