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Building 2WEATHERLY ASSET MANAGEMENT

Map pinDEL MAR, CA
Phone858-259-4507
NotebookSEC #801-48177
Total AUM
$1.7B
Employees
16
Clients
381

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
832 CAMINO DEL MAR, SUITE 4
DEL MAR
CA 92014
United States
Operating Hours
6:00AM - 4:00PM
Monday - Friday
Phone
858-259-4507

ReceiptFinancials

Total AUM
$1.7B
Accounts
1,348
Discretionary
$1.7B
Accounts
1,318
Non-Discretionary
$13.1M
Accounts
30

ContactClients

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Individual Clients
90
AUM
$38.7M
HNW Individual Clients
281
AUM
$1.6B
Pension/Profit Sharing Plan Clients
5
AUM
$45.7M
Charitable Organization Clients
3
AUM
$3.5M
Corporation or Business Clients
2
AUM
$5.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILLAMANHNVNYORTXWA

HandshakeAffiliates

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

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