Be advised. This firm is no longer registered.

Weatherly & Company

Weatherly & Company (CRD# 133306) is a financial advisory firm headquartered in Vicksburg, MS. They manage $2,580,001 in 36 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
P O Box 822815, Vicksburg, MS 39182
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $71,667
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MS

Financial Advisors at Weatherly & Company
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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