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WFA OF SAN DIEGO
WFA OF SAN DIEGO is an SEC-registered investment adviser in San Diego, CA, registered since 2020. The firm manages $207 million in assets, with $177 million...
Overview
WFA OF SAN DIEGO is an SEC-registered investment adviser in San Diego, CA, registered since 2020. The firm manages $207 million in assets, with $177 million on a discretionary basis. It has 5 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
San Diego
Corporate office
San Diego, CA, United States
Frequently asked questions
Who runs investment decisions at WFA OF SAN DIEGO?
No named investment professionals or decision-makers are publicly associated with this firm. Its leadership remains undisclosed across public records and industry databases.
Does WFA OF SAN DIEGO participate in fund commitments or only direct deals?
Both fund commitments and direct deal activity are unconfirmed. No known investments, co-investments, or GP relationships are publicly attributable to this firm.
What investment stages does WFA OF SAN DIEGO typically target?
No targeted investment stages have been disclosed. The firm's portfolio mix is unknown, making stage preference speculative.
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