Overview

Assets Under Management: $147 million
High-Net-Worth Clients: 13
Average Client Assets: $4.2 million

Frequently Asked Questions

WEATHER GAUGE ADVISORY LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.

Yes. As an SEC-registered investment advisor (CRD #109395), WEATHER GAUGE ADVISORY LLC is subject to fiduciary duty under federal law.

WEATHER GAUGE ADVISORY LLC serves 13 high-net-worth clients according to their SEC filing dated February 12, 2018. View client details ↓

According to their SEC Form ADV, WEATHER GAUGE ADVISORY LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓

WEATHER GAUGE ADVISORY LLC manages $147 million in client assets according to their SEC filing dated February 12, 2018.

According to their SEC Form ADV, WEATHER GAUGE ADVISORY LLC serves high-net-worth individuals and institutional clients. View client details ↓

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection

Clients

Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.94%
Average Client Assets: $4.2 million
Total Client Accounts: 359
Discretionary Accounts: 359

Regulatory Filings

CRD Number: 109395
Filing ID: 1175726
Last Filing Date: 2018-02-12 14:40:00