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Building 2WEINAND FINANCIAL, INC.

Map pinLACEY, WA
Phone360-459-4847
NotebookSEC #801-129080
Total AUM
$610.4M
Employees
5
Clients
438

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8120 FREEDOM LANE NE
STE 101
LACEY
WA 98516-4704
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
360-459-4847

ReceiptFinancials

Total AUM
$610.4M
Accounts
2,246
Discretionary
$603.8M
Accounts
2,239
Non-Discretionary
$6.6M
Accounts
7

ContactClients

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Individual Clients
270
AUM
$202.1M
HNW Individual Clients
167
AUM
$405.1M
Pension/Profit Sharing Plan Clients
1
AUM
$3.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIDMTORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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