Shai Weinbaum Investment Management
Shai Weinbaum Investment Management (CRD# 167376) is a financial advisory firm headquartered in , . They manage $559,868 in 10 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Shai Weinbaum Investment Management
By the Numbers
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Total Assets Under Management1MILLION
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Total Number of Accounts10ACCOUNTS
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Average Account Value$55,987
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Shai Weinbaum Investment Management
1
Shai Weinbaum (CRD# 6180967) is an Investment Advisor Representative working at Shai Weinbaum Investment Management in Poulsbo, WA and has over 11 years of experience in the finance industry.
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