|
⚲
|
| Weiss Financial Group LLC
✚
|
|
|---|---|
| CRD # | 159331 |
| SEC # | 801-72871 |
| CIK # | |
| AUM | $67.7 MM (2024-03-15) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 845-621-4700 |
| Address | 704 Route 6 Mahopac, NY 10541 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 81 | 23.6 |
| (b) Individuals (high net worth individuals) | 26 | 37.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 6.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 249 | 67.7 |
| By Discretionary | ||
| Discretionary | 245 | 64.7 |
| Non-Discretionary | 4 | 3.0 |
| Total | 249 | 67.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 67.7 | |
| Total | 249 | 67.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
St James Investment Advisors LLC
✚
|
NY | 0.1 |
|
Opportunus Wealth Management LLC
✚
|
WA | 0.1 |
|
Royale Asset Management LLC
✚
|
NY | 0.1 |
|
Integrated Planning & Wealth Management LLC
✚
|
IN | 0.1 |
|
Weatherhelm Capital Management LLC
✚
|
NY | 0.1 |
|
Lake Road Advisors LLC
✚
|
NY | 0.1 |
|
Contego Capital Group Inc
✚
|
MN | 0.1 |
|
Black Hill Capital Partners LLC
✚
|
CA | 0.1 |
|
Sage Hill Advisory and Management LLC
✚
|
NY | 0.1 |
|
Lytle Investment Services Corp
✚
|
NY | 0.1 |