Weisberg Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 333843
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals51.61%
- HNWI40.44%
- Corporations / Businesses5.84%
- Pension & Profit Sharing Plans1.54%
- Charitable Organizations0.56%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Weisberg Capital Management is an independent, California-registered advisory firm organized as an LLC and owned by an individual principal. The firm serves both individual/family and institutional clients and operates as a capital allocator that can select and place capital with other managers. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for institutions, selection of other advisers, and pension consulting. Fee arrangements combine a percentage of assets under management with the option of fixed fees. The firm is not an active ESG investor and lists an insurance company among its industry affiliations.
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
- Public Funds/Mutual Funds68%
- US Government Bonds14%
- Cash & Cash Equivalents12%
- Exchange Traded Equities6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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