Weinstat Wealth Management, Inc.
Weinstat Wealth Management, Inc. (CRD# 125626) is a financial advisory firm headquartered in Jericho, NY. They manage $39,692,379 in 31 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management40MILLION
Total Number of Accounts31ACCOUNTS
Average Account Value$1,280,399
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses