Weil Associates, Inc.

Overview

Weil Associates, Inc. is a small, client-focused advisory firm that concentrates on managed equity portfolios for individuals and families. The firm operates primarily as a discretionary manager, favoring exchange-traded equities as its core allocation and running separately managed account-style strategies. Its reported business activities include portfolio management for individuals/small businesses and for businesses or institutions. Weil Associates uses a mix of fee arrangements — percentage of AUM, hourly charges and fixed fees — and does not self-identify as an ESG-focused or multi-state adviser.

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Public Holdings

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Location & Offices