WFA Asset Management Corporation Email Formats
Investment Management • 
Whitefish Bay, Wisconsin, United States • 1-10 Employees
WFA Asset Management Corporation Email Formats
WFA Asset Management Corporation uses 2 email formats. The most common is {first initial} (e.g., j@wfa-asset.com), used 62.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@wfa-asset.com | 62.5% |
{first name} | john@wfa-asset.com | 37.5% |
Key Contact at WFA Asset Management Corporation
Marilou Davido
Shareholder, Vice President
Company overview
| Headquarters | 633 E. Henry Clay St., Whitefish Bay, WI 53217, US |
| Phone number | +14147278989 |
| Websites | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Retirement Planning, Estate Planning, Investment Management, Tax Planning And Preparation |
| Founded | 1986 |
| Employees | 1-10 |
| Socials |
About WFA Asset Management Corporation
At WFA Asset Management Corporation, we are responsible for our client's financial dreams. This responsibility is both a commitment and an honor. It defines who we are as a company. Implicitly, we pledge to place the needs of our clients first, and to offer advice that is free from conflicts of interest. Our advice focuses on providing our clients with unbiased guidance to clarify their long-term investment objectives, to create sound investment plans, and to use objective research in determining ultimate investment decisions. We maintain our commitment further through continuing education, to stay current on financial and regulatory issues affecting our clients. By staying committed to our goal of helping investors take control of their financial lives and by striving to provide the very highest standard of service, we seek to remain worthy of the great trust our clients place in WFA Asset Management Corporation and in each of us.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
WFA Asset Management Corporation has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
WFA Asset Management Corporation has never raised funding before.
WFA Asset Management Corporation Tech Stack
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