Wacker Robert Eugene (San Luis Obispo)

Name: Wacker Robert Eugene
Address: 973 Higuera St., Ste. A, San Luis Obispo, CA, 93401
Telephone: 805-541-1308

Wacker Robert Eugene is a large advisory firm based in San Luis Obispo. It manages $276.92 million of regulatory assets for 250 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Nevada, and Texas.

Wacker Robert Eugene provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wacker Robert Eugene: assets under management

The assets under management (AUM) of Wacker Robert Eugene is $276.92 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 126% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $276.92 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.11 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wacker Robert Eugene for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wacker Robert Eugene

Wacker Robert Eugene is owned by Robert Wacker. Bryan Matthew Krill joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Wacker	Owner	1 Sep 1987	75% - 100%	2053207
Robert Eugene Wacker	Owner	1 Sep 1987	75% - 100%	2053207
Bryan Matthew Krill	Chief compliance officer	1 Oct 2004	Other	3115314

Based in San Luis Obispo

The principal office where Wacker Robert Eugene performs its advisory services is located at 973 Higuera St., Ste. A, San Luis Obispo, CA 93401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 805-541-1308 or by fax 805-541-5517. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.rewacker.com.