# Western Financial Corporation

Western Financial Corporation is a RIA based in San Diego, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** San Diego, United States
- **Region:** North America
- **Address:** San Francisco, California, United States
- **Founded:** 1988
- **Assets under management:** $5B-$10B (Altss estimate)
- **Website:** westernfinancialcorporation.com

## Regulatory record

- **CRD number:** 6118
- **SEC file number:** 801-117841
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/6118

## About

Western Financial Corporation is an SEC-registered investment adviser in San Diego, CA, registered since 2020. The firm manages approximately $309 million in regulatory assets. It has 6 employees and 2 investment advisers.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds
- Infrastructure
- Energy Transition & Renewables

## People

- Herb Sandler — Co-Founder (deceased)
- Marion Sandler — Co-Founder (deceased)

## Questions

### How does Western Financial Corporation source proprietary deal flow?

Western Financial's long history as a direct investor in real estate and credit has built a network of relationships with developers, operators, and financial sponsors. It often sources deals through these partnerships and direct outreach, without relying on a formal intermediary network.

### Does Western Financial Corporation participate in fund commitments or only direct deals?

The office has historically preferred direct investments. However, it also allocates to select hedge funds and private credit funds as a limited partner, particularly in strategies that align with its long-term, control-oriented approach.

### What investment stages does Western Financial Corporation typically target?

Western Financial focuses on mature, cash-flow-generating assets in real estate and credit, rather than venture or growth-stage equity. It targets direct ownership of income-producing properties and originated or purchased loans.

## Related profiles

- [Moors & Cabot, Inc](https://altss.com/profile/moors-and-cabot-inc)
- [Capital Client Group](https://altss.com/profile/capital-client-group-inc)

---

Last updated: 2026-07-06T01:24:28.778Z

Canonical page: https://altss.com/profile/western-financial-corporation

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology