Weiss Financial Group LLC
Weiss Financial Group LLC (CRD# 159331) is a financial advisory firm headquartered in Mahopac, NY. They manage $67,704,432 in 249 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management68MILLION
-
Total Number of Accounts249ACCOUNTS
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Average Account Value$271,905
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, NY, TX
Financial Advisors at Weiss Financial Group LLC
1
Keith Weiss (CRD# 5280763) is an Investment Advisor Representative working at Weiss Financial Group LLC in Mahopac, NY and has over 16 years of experience in the finance industry.
2
Scott Weiss (CRD# 5772766) is an Investment Advisor Representative working at Weiss Financial Group LLC in Mahopac, NY and has over 13 years of experience in the finance industry.
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