Overview
Assets Under Management: $274 million
Headquarters: DUBUQUE, IA
High-Net-Worth Clients: 3
Average Client Assets: $38 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.00
Average High-Net-Worth Client Assets: $38 million
Total Client Accounts: 1,593
Discretionary Accounts: 1,576
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 27346
Filing ID: 1973722
Last Filing Date: 2025-03-31 14:53:00
Website: https://weitzelfinancial.com