Shai Weinbaum Investment Management
RIASEC Registered
Total AUM
$219K
Discretionary
$219K
100% of AUM
Avg account
$36.5K
Accounts
6
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 167376
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Shai Weinbaum Investment Management is an independent, sole-proprietor RIA that provides fee-based portfolio management primarily for individual and family clients and small businesses. The firm charges a percentage-of-AUM advisory fee and focuses on discretionary portfolio management rather than large-scale capital allocation or institutional consulting. It does not characterize itself as an active ESG investor and operates without a multi-state adviser designation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Cash & Cash Equivalents30%
Contacts
1 of 1Shai Weinbaum
OwnerCRD 6180967
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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