Weatherly Asset Management
Weatherly Asset Management (CRD# 106935) is a financial advisory firm headquartered in Del Mar, CA. They manage $1,266,721,418 in 1,294 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management1,267MILLION
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Total Number of Accounts1,294ACCOUNTS
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Average Account Value$978,919
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
AZ, CA, FL, IL, LA, MA, NH, NV, NY, OR, TX, WA
Brenton Armstrong (CRD# 5491179) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 16 years of experience in the finance industry.
Aubrey Brown (CRD# 6205315) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 9 years of experience in the finance industry.
Kelli Burger (CRD# 5966559) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 11 years of experience in the finance industry.
Chase Hayhurst (CRD# 7120259) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 4 years of experience in the finance industry.
Brooke Kelly (CRD# 6735821) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 7 years of experience in the finance industry.
Ryan Richardson (CRD# 6055892) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 11 years of experience in the finance industry.
Carolyn Taylor (CRD# 1258663) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 35 years of experience in the finance industry.
Stone Churby (CRD# 7720335) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has 1 year of experience in the finance industry.
Sally Eisenberg (CRD# 7767409) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has 1 year of experience in the finance industry.
Martin Rascon (CRD# 7337952) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 3 years of experience in the finance industry.