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Building 2WEIK CAPITAL MANAGEMENT

Map pinWYOMISSING, PA
Phone610-376-2240
NotebookSEC #801-30452
Total AUM
$334.7M
Employees
8
Clients
195

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18 COMMERCE DRIVE
WYOMISSING
PA 19610-1068
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
610-376-2240

ReceiptFinancials

Total AUM
$334.7M
Accounts
195
Discretionary
$302.6M
Accounts
192
Non-Discretionary
$32.1M
Accounts
3

ContactClients

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Individual Clients
83
AUM
$27.6M
HNW Individual Clients
97
AUM
$215M
Pooled Vehicle Clients
2
AUM
$51.4M
Pension/Profit Sharing Plan Clients
2
AUM
$7.6M
Charitable Organization Clients
8
AUM
$9.9M
Corporation or Business Clients
2
AUM
$22.9M
Other Clients
1
AUM
$340.4K
Description of Other Clients
401K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLPA

HandshakeAffiliates

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

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