Warren WeikCRD Number: 6116966
Current Firm: Weik Capital Management, Inc.
Warren Weik (CRD# 6116966) is an Investment Advisor Representative working at Weik Capital Management, Inc. in Wyomissing, PA and has over 5 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, LLC
Kaufman Advisory Services, Inc.
|Weik Investment Services, Inc.||Wyomissing, PA||Aug 2010 - Current||7|
|Penske Truck Leasing||Reading, PA||Aug 2007 - Aug 2010||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2012|
Total Assets Under Management244MILLIONS
Total Number of Accounts204ACCOUNTS
Average Account Value$1,197,751
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients