Wells, Fay
Firm details
- Headquarters
- Culver City, California
- CRD number
- 326454
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Educational Seminars / Workshops
Firm profile
FINTRXOverview
Wells, Fay operates as a sole proprietorship and is classified as an independent registered investment adviser owned by an individual. The firm charges clients via hourly and fixed-fee arrangements and lists educational seminars and workshops as part of its advisory activities. It is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. The year of SEC registration is not reported.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Fay Wells
Owner, Investment Advisor RepresentativeCRD 7724798
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Culver City, CA
Los Angeles
Location
Culver City, CA
Headquartered in Culver City, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 10866 Washington Blvd
- Time zone
- PT (UTC-8)
- Office locations
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