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WESTERN FINANCIAL CORPORATION
CRD 6118 · SEC 801-117841
13400 SABRE SPRINGS PARKWAY, STE. 170, SAN DIEGO, CA, 92128, United States
Phone
619-544-0260
Fax
619-234-2421
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$309.2M
Discretionary AUM
$309.2M
Team
6 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $8.0M |
| High net worth individuals | 106 | $261.9M |
| Pension/profit sharing plans | 8 | $10.5M |
| Corporations/business entities | 6 | $27.7M |
States served
CA, ID, NV, TX
All web addresses on file
Official SEC filing: View on IAPD