Claim Profile
RW

Richard West Weemhoff

CADARET, GRANT & CO., INC.·SYRACUSE, New York
Unclaimed Profile
100 MADISON STREET, SYRACUSE, NY 13202CRD# 5249795Firm CRD# 10641
01

About

Richard West Weemhoff is a registered financial advisor based in SYRACUSE, New York, affiliated with CADARET, GRANT & CO., INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CADARET, GRANT & CO., INC.
CADARET GRANT & CO INC
AUM
$6.9B
Regulatory assets under management
Employees
761
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5249795
Firm CRD# 10641
11 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SYRACUSE?

Browse all registered financial advisors in SYRACUSE, New York or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Richard West Weemhoff offer?
Richard West Weemhoff specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SYRACUSE, New York for a consultation.
What are Richard West Weemhoff's credentials?
Richard West Weemhoff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard West Weemhoff located?
Richard West Weemhoff is based in SYRACUSE, New York, working with CADARET, GRANT & CO., INC.. Their office serves clients in the SYRACUSE metropolitan area and surrounding communities.
How does Richard West Weemhoff charge for services?
Richard West Weemhoff's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CADARET, GRANT & CO., INC.?
CADARET, GRANT & CO., INC. has approximately 761 employees and manages $6.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty