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 advisory and portfolio management services to individual clients and also works with pooled investment vehicles and institutional clients, including pension-related engagements. The firm’s brochure lists additional client services such as educational seminars and newsletters alongside its portfolio management offerings. The firm’s stated methods include use of security ratings and pricing assessments and note the potential use of market-timing techniques as part of its analysis and trading activities. The brochure also discloses roles beyond typical advisory work — including acting as a private fund adviser and fund sponsor/syndicator and offering subscription-fee arrangements for certain services. What distinguishes the firm from many solo independent advisers is this wider set of financial-industry activities and affiliations: it discloses registered representative and real estate broker/agent activities, management of pooled vehicles and private funds, and periodic publications and workshops. These combined activities are relatively uncommon for a firm of this size and are detailed in the brochure with related disclosure and conflict-of-interest information.

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
Paul Wendee	Vista, CA	36

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