1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WEITZEL FINANCIAL SERVICES, INC.

Map pinDUBUQUE, IA
Phone563-583-6020
NotebookSEC #801-118164
Total AUM
$327.8M
Employees
4
Clients
1,134

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2200 JOHN F. KENNEDY ROAD
SUITE 103
DUBUQUE
IA 52002
United States
Operating Hours
8:00 AM TO 4:45 PM CT
Monday - Friday
Phone
563-583-6020

ReceiptFinancials

Total AUM
$327.8M
Accounts
1,134
Discretionary
$324.7M
Accounts
1,119
Non-Discretionary
$3.1M
Accounts
15

ContactClients

View more in analytics →

Individual Clients
831
AUM
$142.7M
HNW Individual Clients
303
AUM
$185.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIAILTXWI

HandshakeAffiliates

View all affiliates →

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

Feature requires an account