Zeit Capital Advisors
Zeit Capital Advisors (CRD# 150149) is a financial advisory firm headquartered in Seattle, WA. They manage $79,800,000 in 101 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management80MILLION
Total Number of Accounts101ACCOUNTS
Average Account Value$790,099
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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.