Weber Asset Management, Inc.
Firm details
- Headquarters
- New Hyde Park, New York
- CRD number
- 106267
- Registered since
- January 12, 1993
- Website
- weberasset.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.89%
- Individuals14.11%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Weber Asset Management, Inc. is an independent, SEC-registered registered investment adviser that has been in operation since 1993 and is owned by an individual. The firm serves primarily individual and family clients and charges fees based on a percentage of assets under management. Its advisory services focus on financial planning and discretionary portfolio management for individuals and small businesses. Weber does not identify itself as a capital allocator, is not positioned as an ESG-focused investor, and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Non-Exchange Traded Equities99%
- Exchange Traded Equities1%
Owners & executives
1 of 1
Stuart Markowitz
Chief Compliance OfficerCRD 5029292
Contacts
3 of 3
Ken Weber
PresidentCRD 2591548
Kathleen Daly
Senior Vice PresidentCRD 6021539
Jennifer Weber
VP, Financial PlanningCRD 5196381
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New Hyde Park, NY
Nassau
Location
New Hyde Park, NY
Headquartered in New Hyde Park, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 3000 Marcus Ave
- Time zone
- ET (UTC-5)
- Office locations
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