Overview
Assets Under Management: $134 million
Headquarters: LAWRENCEVILLE, NJ
High-Net-Worth Clients: 57
Average Client Assets: $3 million
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