|
⚲
|
| Weber Asset Management Inc
✚
|
|
|---|---|
| CRD # | 106267 |
| SEC # | 801-42886 |
| CIK # | |
| AUM | $473.1 MM (2024-02-16) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 516-326-3299 |
| Address | 1983 Marcus Ave Lake Success, NY 11042 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 205 | 97.0 |
| (b) Individuals (high net worth individuals) | 143 | 376.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 726 | 473.1 |
| By Discretionary | ||
| Discretionary | 726 | 473.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 726 | 473.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 473.1 | |
| Total | 726 | 473.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hemsley Advisors Ltd
✚
|
IL | 0.5 |
|
Allen Wealth Management LLC
✚
|
NC | 0.5 |
|
Shikiar Asset Management Inc
✚
|
NY | 0.5 |
|
Independent Investors Inc
✚
|
NY | 0.5 |
|
Essex LLC
✚
|
IL | 0.5 |
|
Old Peak Finance LLC
✚
|
NC | 0.5 |
|
Carsonallaria Wealth Management Ltd
✚
|
IL | 0.5 |
|
Carl Stuart Investment Advisor Inc
✚
|
TX | 0.5 |
|
Planned Solutions Financial & Insurance Services Inc
✚
|
CA | 0.5 |
|
Inlet Private Wealth LLC
✚
|
FL | 0.5 |