WESTON ASSET MANAGEMENT INC

WESTON ASSET MANAGEMENT INC of PHOENIX, AZ is an SEC-registered investment adviser (CRD 107040). Regulatory assets under management: $101.9M.

Registration

• CRD: 107040
• SEC file number: 801-35216
• Type: Registered investment adviser
• Location: 5080 N 40TH ST, SUITE 265, PHOENIX, AZ, 85018
• Phone: 602-553-0400
• Latest filing: 2005-02-09
• Regulatory AUM: $101.9M
• Discretionary AUM: $99.5M
• Non-discretionary AUM: $2.4M
• Clients: 1
• Accounts: 130

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 107040 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search