Brett
Wakasa
Payden & Rygel
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About this Advisor
Brett Wakasa is a financial advisor based out of Los Angeles, California who has 3 years of industry experience. Wakasa is currently employed by Payden & Rygel. The advisor has gained experience at Pacific Investment Management Company LLC, Pimco Investments LLC and Payden & Rygel. Wakasa maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in California. Payden & Rygel is a business that has its headquarters in Los Angeles, CA. The firm has a total of 183 employees. It manages $127 billion in total assets across its 888 accounts, making it one of the biggest firms in the country by assets under management. The firm advises 102 charitable organizations. Of its 888 client accounts, 17% are associated with high-net-worth clients who have greater than $1 million in assets. The company provides a diverse array of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Financial advisory fees depend on which service is provided. Fees charged by Payden & Rygel may include any combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Payden & Rygel Brokerage Details
$126,894,613,939
183
888
$142,899,340
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Brett Wakasa Work History
Brett has been registered as a financial advisor for 3 years.*
Payden & Rygel
Pimco Investments LLC
Pacific Investment Management Company LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brett Wakasa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Payden & Rygel
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Boston, MA
Los Angeles, CA
Boston, MA
Los Angeles, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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