Weather Eye Advisors, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 162302
- Website
- www.weathereyeadvisors.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Weather Eye Advisors, Inc. operates as an independent registered investment advisor (RIA) focused on providing financial planning and portfolio management services primarily to individual and family clients. The firm is structured as a corporation and is owned by an individual. In addition to its advisory services, Weather Eye Advisors also engages in activities such as insurance brokerage and accounting. The firm's fee structure includes a percentage of assets under management (AUM), hourly charges, and fixed fees, allowing for flexibility in how clients are billed.
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%
- US Government Bonds20%
- Cash & Cash Equivalents10%
Contacts
1 of 1
David Cretcher
PresidentCRD 5057241
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations