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Building 2WESTON CAPITAL ASSET MANAGEMENT LLC

Map pinWEST PALM BEACH, FL
Phone561.868.6757
NotebookSEC #801-60595
Total AUM
$218.6M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
222 LAKEVIEW AVENUE
SUITE 1550
WEST PALM BEACH
FL 33401
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
561.868.6757

ReceiptFinancials

Total AUM
$218.6M
Accounts
9
Discretionary
$66.6M
Accounts
7
Non-Discretionary
$152M
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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