Weisberg Financial Services
Weisberg Financial Services (CRD# 128535) is a financial advisory firm headquartered in , . They manage $13,030,000 in 65 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Weisberg Financial Services
By the Numbers
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Total Assets Under Management13MILLION
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Total Number of Accounts65ACCOUNTS
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Average Account Value$200,462
Compensation Options
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Weisberg Financial Services
1
Philip Weisberg (CRD# 4722819) is an Investment Advisor Representative working at Weisberg Financial Services in Pittsford, NY and has over 20 years of experience in the finance industry.
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