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Building 2WEIR CAPITAL MANAGEMENT LLC

Map pinWALNUT CREEK, CA
Phone925-279-1002
NotebookSEC #801-56230
Total AUM
$90.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1990 NORTH CALIFORNIA BLVD
SUITE 730
WALNUT CREEK
CA 94596
USA
Operating Hours
6:30 AM - 1:30 PM
Monday - Friday
Phone
925-279-1002

ReceiptFinancials

Total AUM
$90.9M
Accounts
206
Discretionary
$65.2M
Accounts
137
Non-Discretionary
$25.7M
Accounts
69

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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