Zeit Capital Advisors

Zeit Capital Advisors (CRD# 150149) is a financial advisory firm headquartered in San Diego, CA. They manage $86,000,000 in 241 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    241
    ACCOUNTS
  • Average Account Value
    $356,846
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • 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.

CA, TX, WA

Financial Advisors at Zeit Capital Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Phillip J. Weber
CRD#: 3100278
10755 Scripps Poway Parkway #429, San Diego, CA 92131
101
Wealthminder
score

Phillip J Weber (CRD# 3100278) is an Investment Advisor Representative working at Zeit Capital Advisors in San Diego, CA and has over 19 years of experience in the finance industry. Phillip Weber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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