Overview
Assets Under Management: $82 million
Headquarters: MIAMI BEACH, FL
High-Net-Worth Clients: 233
Average Client Assets: $0.3 million
Frequently Asked Questions
WEBER GLOBAL MANAGEMENT, INC 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 #290134), WEBER GLOBAL MANAGEMENT, INC is subject to fiduciary duty under federal law.
WEBER GLOBAL MANAGEMENT, INC is headquartered in MIAMI BEACH, FL.
WEBER GLOBAL MANAGEMENT, INC serves 233 high-net-worth clients according to their SEC filing dated August 07, 2023. View client details ↓
According to their SEC Form ADV, WEBER GLOBAL MANAGEMENT, INC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
WEBER GLOBAL MANAGEMENT, INC manages $82 million in client assets according to their SEC filing dated August 07, 2023.
According to their SEC Form ADV, WEBER GLOBAL MANAGEMENT, INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 233
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.32%
Average Client Assets: $0.3 million
Total Client Accounts: 249
Discretionary Accounts: 249
Regulatory Filings
CRD Number: 290134
Filing ID: 1779150
Last Filing Date: 2023-08-07 08:48:00