Warren Street Wealth Advisors is an investment advisor in Irvine with $274.59 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
471978730
SEC advisor number
801-117597
FINRA CRD number
173447
AUM ?
$357.84 mm
(as of 26 Mar 24)
Accounts
899
(as of 26 Mar 24)
Employees
8
(8 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Mar 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
19 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22