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).

Current Firm Details

832 Camino Del Mar, Suite 4, Del Mar, CA 92014

https://www.linkedin.com/company/weatherly-asset-management/mycompany/

By the Numbers

Total Assets Under Management

1,267

MILLION
Total Number of Accounts

1,294

ACCOUNTS
Average Account Value

$978,919

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)
Other

Advisory Services Offered

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

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, LA, MA, NH, NV, NY, OR, TX, WA

Financial Advisors at Weatherly Asset Management

Showing 11 - 11 of 11 top financial advisors.

Andrea Taylor

CRD#: 7507966

832 Camino Del Mar, Suite 4, Del Mar, CA 92014

Andrea Taylor (CRD# 7507966) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 2 years of experience in the finance industry.

PREV ... 1 2

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals