This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-30-2001
- Office Locations
- 1
Office Locations
About Western Growers Financial Services, Inc.
Western Growers Financial Services provides customized financial planning and investment management for agribusiness and corporate clients as well as individuals, including retirement and pension plan solutions and personal money management. Portfolios primarily use ETFs and public funds, and the firm’s custody relationships include Pershing. The team publishes regular market updates via weekly insights/enews.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SILVIA ALICIA FETTIG
Chief Compliance Officer, Principal
- CRD
- #3020559
- Ownership
- Less than 5%
MATTHEW DAVID LEWIS
Chief Executive Officer, Director, President
- CRD
- #2954995
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Grant Riley Flanagan
--
- CRD
- #8061183
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,231,643 | -- |
| Non-Discretionary | $94,353,513 | -- |
| Total | $115,585,156 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing