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Building 2WEINGARTEN ASSOCIATES, L.L.C.

Map pinLAWRENCEVILLE, NJ
Phone609-620-1770
NotebookSEC #801-125854
Total AUM
$200.3M
Employees
2
Clients
66

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11 OVERLOOK WAY
LAWRENCEVILLE
NJ 08648
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
609-620-1770

ReceiptFinancials

Total AUM
$200.3M
Accounts
354
Discretionary
$194.9M
Accounts
345
Non-Discretionary
$5.3M
Accounts
9

ContactClients

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Individual Clients
7
AUM
$3.2M
HNW Individual Clients
58
AUM
$197.1M
Charitable Organization Clients
1
AUM
$21.1K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
NJPA

HandshakeAffiliates

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

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