Weil Associates, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 112616
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.94%
- Individuals18.94%
- Charitable Organizations4.13%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Weil Associates, Inc. is an independent, privately owned registered investment adviser that serves individual and family clients. The firm provides portfolio management for both individuals/small businesses and for businesses or institutions. Its fee model includes percentage-of-assets, hourly charges, and fixed-fee arrangements, indicating flexibility in how client relationships are priced. Weil does not identify as an active ESG investor and does not position itself as a multi-state or newly formed adviser.
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
- Exchange Traded Equities91%
- Cash & Cash Equivalents8%
- State & Local Bonds1%
Contacts
1 of 1
Michael Weil
PresidentCRD 2435438
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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