WSA Affiliates acts as a solicitor for independent registered investment advisors, assessing client needs and recommending advisors. WSA also provides financial planning services, either as a detailed written analysis for a fee or complimentary analyses. WSA does not manage client assets or provide investment advice, but may offer opinions on topics affecting their financial plan.
Assets Under ManagementN/A
Clients55
Advisors7
Avg. per ClientN/A
Avg. per AdvisorN/A
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