Wilsey Asset Management is an investment advisor in San Diego with $445.97 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
455139913
SEC advisor number
801-70297
FINRA CRD number
130482
AUM ?
$511.42 mm
(as of 5 Aug 24)
Accounts
1,697
(as of 5 Aug 24)
Employees
8
(2 investment advisory or research)
Address
Wilsey Asset Management
10680 TREENA ST.
STE 160
SAN DIEGO
CA 92131
10680 TREENA ST.
STE 160
SAN DIEGO
CA 92131
Phone
858-546-4306
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Jul 24
13F-HR
Quarterly holdings report by institutional manager
2 Apr 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
27 Jul 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22