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Building 2WEATHERVANE ASSET MANAGEMENT LLC

Map pinFORT LAUDERDALE, FL
Phone516-305-9438
NotebookSEC #801-120286
Total AUM
$384.1M
Employees
4
Clients
70

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 EAST BROWARD BLVD.
SUITE 700
FORT LAUDERDALE
FL 33301
United States
Operating Hours
8:00 AM - 5:0 0PM
Monday - Friday
Phone
516-305-9438
Other Offices
1

ReceiptFinancials

Total AUM
$384.1M
Accounts
70
Discretionary
$384.1M
Accounts
70
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
5
AUM
$3.2M
Pooled Vehicle Clients
65
AUM
$380.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
CAFLNHNJNYTXVA

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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