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Building 2CHRISTOPHER WEIL & CO INC

Map pinSAN DIEGO, CA
Phone858-724-6040
NotebookSEC #801-42757
Total AUM
$896.2M
Employees
16
Clients
519

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11236 EL CAMINO REAL
SUITE 200
SAN DIEGO
CA 92130
United States
Operating Hours
8:30 AM TO 4:00 PM
Monday - Friday
Phone
858-724-6040

ReceiptFinancials

Total AUM
$896.2M
Accounts
1,547
Discretionary
$876.9M
Accounts
1,475
Non-Discretionary
$19.4M
Accounts
72

ContactClients

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Individual Clients
242
AUM
$89.1M
HNW Individual Clients
261
AUM
$784.7M
Pension/Profit Sharing Plan Clients
7
AUM
$12.9M
Charitable Organization Clients
4
AUM
$6.6M
Corporation or Business Clients
5
AUM
$3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOHILAMANVNYORTXVAWA

HandshakeAffiliates

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

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