Anweiler Financial Management, LLC
Anweiler Financial Management, LLC (CRD# 122236) is a financial advisory firm headquartered in New Haven, IN. They manage $29,503,879 in 94 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management30MILLION
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Total Number of Accounts94ACCOUNTS
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Average Account Value$313,871
- 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
CA, IN
Robert Anweiler (CRD# 2233643) is an Investment Advisor Representative working at Anweiler Financial Management, LLC in New Haven, IN and has over 31 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.