Western Growers Financial Services

Overview

Western Growers Financial Services is a corporate independent broker‑dealer that serves individual and family clients. The firm combines broker‑dealer and insurance brokerage operations with advisory services that include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and the selection of third‑party advisers. It operates as a capital allocator and charges clients through a mix of percentage‑of‑AUM fees, fixed fees, and commissions. The firm is registered to do business in Arizona, California, and North Carolina and does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices