Overview
Assets Under Management: $134 million
Headquarters: LAWRENCEVILLE, NJ
High-Net-Worth Clients: 57
Average Client Assets: $3 million
Frequently Asked Questions
WEINGARTEN ASSOCIATES, L.L.C. 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 #127718), WEINGARTEN ASSOCIATES, L.L.C. is subject to fiduciary duty under federal law.
WEINGARTEN ASSOCIATES, L.L.C. is headquartered in LAWRENCEVILLE, NJ.
WEINGARTEN ASSOCIATES, L.L.C. serves 57 high-net-worth clients according to their SEC filing dated September 23, 2024. View client details ↓
According to their SEC Form ADV, WEINGARTEN ASSOCIATES, L.L.C. offers financial planning and portfolio management for individuals. View all service details ↓
WEINGARTEN ASSOCIATES, L.L.C. manages $134 million in client assets according to their SEC filing dated September 23, 2024.
According to their SEC Form ADV, WEINGARTEN ASSOCIATES, L.L.C. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.46
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 350
Discretionary Accounts: 342
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 127718
Last Filing Date: 2024-09-23 00:00:00
Website: HTTP://WWW.WEINGARTENASSOCIATES.COM