Overview
Assets Under Management: $120 million
High-Net-Worth Clients: 44
Average Client Assets: $2.2 million
Frequently Asked Questions
WIENER FINANCIAL MANAGEMENT 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 #117899), WIENER FINANCIAL MANAGEMENT is subject to fiduciary duty under federal law.
WIENER FINANCIAL MANAGEMENT serves 44 high-net-worth clients according to their SEC filing dated March 27, 2023. View client details ↓
According to their SEC Form ADV, WIENER FINANCIAL MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
WIENER FINANCIAL MANAGEMENT manages $120 million in client assets according to their SEC filing dated March 27, 2023.
According to their SEC Form ADV, WIENER FINANCIAL MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.07%
Average Client Assets: $2.2 million
Total Client Accounts: 288
Discretionary Accounts: 288
Regulatory Filings
CRD Number: 117899
Filing ID: 1726958
Last Filing Date: 2023-03-27 15:31:00