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Building 2WEINBERGER ASSET MANAGEMENT, INC

Map pinLOS ANGELES, CA
Phone310-442-8472
NotebookSEC #801-113165
Total AUM
$503.6M
Employees
3
Clients
176

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10866 WILSHIRE BLVD
STE 830
LOS ANGELES
CA 90024
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
310-442-8472
Other Offices
2

ReceiptFinancials

Total AUM
$503.6M
Accounts
604
Discretionary
$503.6M
Accounts
604
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
41
AUM
$24.6M
HNW Individual Clients
110
AUM
$446M
Pension/Profit Sharing Plan Clients
2
AUM
$8.9M
Charitable Organization Clients
11
AUM
$2.6M
Corporation or Business Clients
12
AUM
$21.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF PLAN ASSETS

Shield checkCompliance

Disclosures

None reported

State Registrations
CACONHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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