Anweiler Financial Management, LLC
Anweiler Financial Management, LLC (CRD# 122236) is a financial advisory firm headquartered in New Haven, IN. They manage $2,113,521 in 166 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts166ACCOUNTS
Average Account Value$12,732
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Robert Anweiler (CRD# 2233643) is an Investment Advisor Representative working at Anweiler Financial Management, LLC in New Haven, IN and has over 25 years of experience in the finance industry. Robert Anweiler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.