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WEAVER CONSULTING GROUP, LLC
HUNTINGTON BEACH, CA
(714)536-4065
SEC #801-110466Total AUM
$1B
Employees
7Clients
1,114Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
101 MAIN STREET
SUITE 220
HUNTINGTON BEACH
CA 92648
United States
SUITE 220
HUNTINGTON BEACH
CA 92648
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
(714)536-4065
Financials
Total AUM
$1B
Accounts
2,720Discretionary
$1B
Accounts
2,720Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
709AUM
$226.9M
HNW Individual Clients
376AUM
$772.7M
Pension/Profit Sharing Plan Clients
5AUM
$6.4M
Charitable Organization Clients
3AUM
$1.9M
Corporation or Business Clients
21AUM
$38.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PENSION CONSULTING
Compliance
Disclosures
None reported
State Registrations
AZCACOFLNCNENVORTNTXWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.