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WASI
WESTERN ANNUITY SERVICES, INC.
CRD 131689 · SEC 801-63382
25 EVERGREEN AVE, SUITE 6, MILL VALLEY, CA, 94941, United States
Phone
415-888-3496
Fax
415-888-8513
Registration
— (—)
Source
State registered
Total AUM
$59.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-06-23
Disciplinary history
No
Services
Portfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 429 | $59.0M |
All web addresses on file
Official SEC filing: View on IAPD