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Ken Weber

WEBER ASSET MANAGEMENT, INC.·LAKE SUCCESS, New York
Unclaimed Profile
1983 MARCUS AVE, LAKE SUCCESS, NY 11042CRD# 2591548Firm CRD# 106267
01

About

Ken Weber is a registered financial advisor based in LAKE SUCCESS, New York, affiliated with WEBER ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WEBER ASSET MANAGEMENT, INC.
WEBER ASSET MANAGEMENT, INC.
AUM
$473M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WEBER ASSET MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2591548
Firm CRD# 106267
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ken Weber offer?
Ken Weber specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LAKE SUCCESS, New York for a consultation.
What are Ken Weber's credentials?
Ken Weber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ken Weber located?
Ken Weber is based in LAKE SUCCESS, New York, working with WEBER ASSET MANAGEMENT, INC.. Their office serves clients in the LAKE SUCCESS metropolitan area and surrounding communities.
How does Ken Weber charge for services?
Ken Weber'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 WEBER ASSET MANAGEMENT, INC.?
WEBER ASSET MANAGEMENT, INC. has approximately 6 employees and manages $473M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LAKE SUCCESS
Stuart E Markowitz — WEBER ASSET MANAGEMENT, INC.Kathleen M Daly — WEBER ASSET MANAGEMENT, INC.David Howard Schwartz — EXCELSIOR OPPORTUNITY ADVISORS LLCFred P. Sloan — EXCELSIOR OPPORTUNITY ADVISORS LLCJames Nicholas Demeo — SHULMAN DEMEO ASSET MANAGEMENT, LLC
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Research
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