Investment adviser · CRD 131689

WASI

Investment adviser filing (IA)

WESTERN ANNUITY SERVICES, INC.

SAN FRANCISCO, CA, United States · Form ADV filed Dec 13, 2011

Regulatory AUM
$28.2M
Form ADV · Item 5.F
Client accounts
793
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Dec 13, 2011. View historical filings

Reported services

Individual portfolio management · Publication of newsletters

Compensation

Percentage of assets

Principal office

432 CLEMENT STREET
SAN FRANCISCO, CA, 94118, United States

CRD 131689

Filing source

Form ADV 596037 · Dec 13, 2011 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.