WESTERN STATES INVESTMENTS
Firm details
- Headquarters
- CORONA, California
- CRD number
- 169692
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Pension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Western States Investments is a small, sole-proprietorship advisory and insurance business run by an individual owner. The firm functions as a capital allocator and provides advisory services that include pension consulting and the selection of other advisers, alongside operating as an insurance broker. Fee arrangements combine percentage-of-AUM billing with fixed fees. The firm is not identified as an active ESG investor and appears to operate from a single state jurisdiction.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1JOHN WEYHGANDT
PresidentCRD 6291955
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CORONA, CA
RIVERSIDE
Location
CORONA, CA
Headquartered in CORONA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- RIVERSIDE
- Address
- 2275 S Main St
- Time zone
- PT (UTC-8)
- Office locations
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