|
⚲
|
| Weitzel Financial Services Inc
✚
| |
|---|---|
| CRD # | 27346 |
| SEC # | 801-118164 |
| CIK # | 0001846789 |
| AUM | $238.6 MM (2024-03-27) |
| Employees | 3 (100% Investors, 67% Brokers) |
| Phone | 563-583-6020 |
| Address | 2200 John F Kennedy Road Dubuque, IA 52002 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| DE | 94.5 | 0.0 | |
| USB | 69.7 | 0.0 | |
| LNT | 14.6 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 728 | 117.6 |
| (b) Individuals (high net worth individuals) | 228 | 121.0 |
| (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 | 1,518 | 238.6 |
| By Discretionary | ||
| Discretionary | 1,503 | 236.4 |
| Non-Discretionary | 15 | 2.2 |
| Total | 1,518 | 238.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.2 | |
| United States Persons | 235.4 | |
| Total | 1,518 | 238.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001846789] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mercadien Asset Management LLC
✚
|
NJ | 0.2 |
|
YIM Investment Management LLC
✚
|
HI | 0.2 |
|
Investments & Financial Planning LLC
✚
|
KY | 0.2 |
|
Cloud Investments LLC
✚
|
AL | 0.2 |
|
Cottage Street Advisors LLC
✚
|
MA | 0.2 |
|
Williams & Novak Wealth Management LLC
✚
|
CA | 0.2 |
|
Stonecrop Wealth Advisors LLC
✚
|
PA | 0.2 |
|
Maripau Wealth Management LLC
✚
|
IN | 0.2 |
|
Gretchen Stangier Inc
✚
|
OR | 0.2 |
|
Robasciotti & Associates Inc
✚
|
CA | 0.2 |