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Building 2WEBER ASSET MANAGEMENT, INC.

Map pinLAKE SUCCESS, NY
Phone516-326-3299
NotebookSEC #801-42886
Total AUM
$651.5M
Employees
8
Clients
405

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3000 MARCUS AVE
SUITE 3E10
LAKE SUCCESS
NY 11042
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
516-326-3299

ReceiptFinancials

Total AUM
$651.5M
Accounts
737
Discretionary
$651.5M
Accounts
737
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
236
AUM
$91.9M
HNW Individual Clients
169
AUM
$559.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGAILLAMAMDNCNENHNJNYPASCTXVAWA

HandshakeAffiliates

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

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