Weil Associates, Inc.
Weil Associates, Inc. (CRD# 112616) is a financial advisory firm headquartered in Cottonwood, CA. They manage $17,864,626 in 13 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Weil Associates, Inc.
By the Numbers
-
Total Assets Under Management18MILLION
-
Total Number of Accounts13ACCOUNTS
-
Average Account Value$1,374,202
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Weil Associates, Inc.
1
Michael Weil (CRD# 2435438) is an Investment Advisor Representative working at Weil Associates, Inc. in Cottonwood, CA and has 1 year of experience in the finance industry.
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