Weinberger Asset Management, Inc.

Weinberger Asset Management, Inc. (CRD# 106176) is a financial advisory firm headquartered in Los Angeles, CA. They manage $360,155,504 in 519 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
11661 San Vicente Blvd, Suite 820, Los Angeles, CA 90049
https://www.wamasset.com/
By the Numbers
  • Total Assets Under Management
    360
    MILLION
  • Total Number of Accounts
    519
    ACCOUNTS
  • Average Account Value
    $693,941
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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.

CA, CO, NH, TX

Financial Advisors at Weinberger Asset Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Coleen Edwards, financial advisor Orcutt CA
Coleen S. Edwards
CRD#: 2091441
Orcutt, CA

Coleen Edwards (CRD# 2091441) is an Investment Advisor Representative working at Weinberger Asset Management, Inc. in Orcutt, CA and has over 32 years of experience in the finance industry.

2
Alexander Weinberger, financial advisor Los Angeles CA
Alexander B. Weinberger
CRD#: 6231846
11661 San Vicente Blvd, Suite 820, Los Angeles, CA 90049

Alexander Weinberger (CRD# 6231846) is an Investment Advisor Representative working at Weinberger Asset Management, Inc. in Los Angeles, CA and has over 10 years of experience in the finance industry.

3
Alison Weinberger, financial advisor Los Angeles CA
Alison R. Weinberger
CRD#: 7078063
11661 San Vicente Blvd, Suite 820, Los Angeles, CA 90049

Alison Weinberger (CRD# 7078063) is an Investment Advisor Representative working at Weinberger Asset Management, Inc. in Los Angeles, CA and has over 4 years of experience in the finance industry.

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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