WEISS FINANCIAL SERVICES

WEISS FINANCIAL SERVICES is an SEC-registered investment adviser (CRD 129647). Regulatory assets under management: $9.0M.

Registration

• CRD: 129647
• Type: Registered investment adviser
• Phone: 612-209-0644
• Latest filing: 2021-06-09
• Regulatory AUM: $9.0M
• Non-discretionary AUM: $9.0M
• Clients: 1
• Accounts: 53

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129647 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search