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WESTERN GROWERS FINANCIAL SERVICES

WESTERN GROWERS FINANCIAL SERVICES, INC.

CRD 115115

Visit website

6501 IRVINE CENTER DRIVE STE 100, IRVINE, CA, 92618, United States

Phone

888-737-8483

Fax

949-809-6343

Registration

— (—)

Source

State registered

Total AUM

$115.6M

Discretionary AUM

$21.2M

Team

4 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees; Commissions

Org form

Corporation

Filing date

2026-01-22

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals255$38.0M
High net worth individuals26$77.6M

All web addresses on file

Official SEC filing: View on IAPD