A complete list of active advisors currently associated with Paul M. Wendee & Associates
Warmer can help you find a great advisor at Paul M. Wendee & Associates or one who fits your needs even better.
Paul M. Wendee & Associates provides discretionary investment management primarily for pooled investment vehicles and institutional clients, reporting no individual retail clients and approximately $2.0 million in assets under management. The firm’s Form ADV indicates it offers ongoing portfolio management and related advisory services and commonly charges fees based on a percentage of assets under management. According to its brochure, the firm’s investment work includes in-house methods such as security ratings or pricing and a limited use of market timing techniques as part of its analytical approach. The Form ADV also notes the firm exercises discretion over managed accounts and may engage other advisers for sub-advisory or manager-selection needs. The brochure discloses several activities that are less common among peer investment managers: the firm or its principal acts as a registered representative of a broker-dealer and holds a real estate broker/agent affiliation, offers other financial products, and provides subscription-based periodicals and educational seminars. It also states the firm provides pension consulting services in certain engagements and may charge hourly fees for specific advisory work.
To learn more about the advisors currently working at Paul M. Wendee & Associates, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Vista, CA
| 35
|
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