Unclaimed Profile

Wallace Roger Weitz

WEITZ INVESTMENT MANAGEMENT, INC.·OMAHA, Nebraska

Clean recordWEITZ INVESTMENT MANAGEMENT, INC.

3555 FARNAM STREET, OMAHA, NE 68131-3312CRD# 462632Firm CRD# 105088

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Wallace Roger Weitz · OMAHA, NE

Registration

CRD #462632 · WEITZ INVESTMENT MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Wallace Roger Weitz is a registered financial advisor based in OMAHA, Nebraska, affiliated with WEITZ INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

WEITZ INVESTMENT MANAGEMENT, INC.

AUM

$5.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at WEITZ INVESTMENT MANAGEMENT, INC. →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 462632

Firm CRD# 105088

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Wallace Roger Weitz offer?

Wallace Roger Weitz specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in OMAHA, Nebraska for a consultation.

What are Wallace Roger Weitz's credentials?

Wallace Roger Weitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wallace Roger Weitz located?

Wallace Roger Weitz is based in OMAHA, Nebraska, working with WEITZ INVESTMENT MANAGEMENT, INC.. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does Wallace Roger Weitz charge for services?

Wallace Roger Weitz's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEITZ INVESTMENT MANAGEMENT, INC.?

WEITZ INVESTMENT MANAGEMENT, INC. has approximately 37 employees and manages $5.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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