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Building 2WIENER FINANCIAL MANAGEMENT

Map pin
Phone301-762-0030
NotebookSEC #801-60754
Total AUM
$119.7M
Employees
3
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. - 5:30 P.M.
Monday - Friday
Phone
301-762-0030

ReceiptFinancials

Total AUM
$119.7M
Accounts
288
Discretionary
$119.7M
Accounts
288
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
71
AUM
$21.5M
HNW Individual Clients
44
AUM
$97M
Pension/Profit Sharing Plan Clients
1
AUM
$734.6K
Charitable Organization Clients
1
AUM
$425.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CHURCH ACCOUNT
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCMDTXVA

HandshakeAffiliates

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

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