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Building 2WEIGELFAM

Map pin
Phone646-872-0632
NotebookSEC #801-119641
Total AUM
$64.3M
Employees
1
Clients
81

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
646-872-0632

ReceiptFinancials

Total AUM
$64.3M
Accounts
174
Discretionary
$64.2M
Accounts
167
Non-Discretionary
$108.2K
Accounts
7

ContactClients

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Individual Clients
30
AUM
$5.7M
HNW Individual Clients
50
AUM
$55.9M
Corporation or Business Clients
1
AUM
$2.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/Suspension
State Registrations
CAFLIDNENHNJNY

HandshakeAffiliates

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

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