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Building 2WEISS FINANCIAL GROUP LLC

Map pinMAHOPAC, NY
Phone845-621-4700
NotebookSEC #801-72871
Total AUM
$90M
Employees
2
Clients
109

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
704 ROUTE 6
MAHOPAC
NY 10541
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
845-621-4700

ReceiptFinancials

Total AUM
$90M
Accounts
249
Discretionary
$86.8M
Accounts
246
Non-Discretionary
$3.3M
Accounts
3

ContactClients

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Individual Clients
74
AUM
$22.6M
HNW Individual Clients
31
AUM
$58.8M
Pension/Profit Sharing Plan Clients
3
AUM
$8.5M
Corporation or Business Clients
1
AUM
$102.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTNYTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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