Chase
Wilsey
Wilsey Asset Management Inc
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About this Advisor
Chase Wilsey is a financial advisor based in San Diego, California, working with Wilsey Asset Management Inc. Chase has previously held a position at Wilsey Asset Management. Chase has passed the Series 65 regulatory exam and is registered to provide services in Arizona, California, Nevada, Texas, Utah, and Washington. Currently, Chase is part of Wilsey Asset Management Inc, which operates out of San Diego, California. The firm has 9 employees and manages assets totaling $511.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, publication of newsletters, educational seminars, and other services. The fee structure at Wilsey Asset Management Inc includes asset-based, hourly, fixed, and other fees.
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Wilsey Asset Management Inc Brokerage Details
$511,423,656
9
1,697
$301,369
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Chase Wilsey Work History
Wilsey Asset Management
Wilsey Asset Management
Disclosures
Please visit the SEC profile of Chase Wilsey 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 Wilsey Asset Management Inc
San Diego, CA
San Diego, CA
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