Be advised. This firm is no longer registered.

Weiss Capital Management, Inc.

Weiss Capital Management, Inc. (CRD# 123108) is a financial advisory firm headquartered in Concord, MA. They manage $29,119,249 in 28 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $1,039,973
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Weiss Capital Management, Inc.
No Advisor Found.
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