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Gregory Joseph Weimer

CONFLUENCE WEALTH SERVICES, INC.·MCMURRAY, Pennsylvania
Unclaimed Profile
732 E MCMURRAY RD, MCMURRAY, PA 15317CRD# 7116190Firm CRD# 311980
01

About

Gregory Joseph Weimer is a registered financial advisor based in MCMURRAY, Pennsylvania, affiliated with CONFLUENCE WEALTH SERVICES, 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
03

Firm Overview

Firm
CONFLUENCE WEALTH SERVICES, INC.
CONFLUENCE FINANCIAL PARTNERS
AUM
$3.1B
Regulatory assets under management
Employees
69
Total firm employees
View all advisors at CONFLUENCE WEALTH SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7116190
Firm CRD# 311980
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gregory Joseph Weimer offer?
Gregory Joseph Weimer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MCMURRAY, Pennsylvania for a consultation.
What are Gregory Joseph Weimer's credentials?
Gregory Joseph Weimer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Joseph Weimer located?
Gregory Joseph Weimer is based in MCMURRAY, Pennsylvania, working with CONFLUENCE WEALTH SERVICES, INC.. Their office serves clients in the MCMURRAY metropolitan area and surrounding communities.
How does Gregory Joseph Weimer charge for services?
Gregory Joseph Weimer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONFLUENCE WEALTH SERVICES, INC.?
CONFLUENCE WEALTH SERVICES, INC. has approximately 69 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MCMURRAY
Geoffrey Gerber — TWIN CAPITAL MANAGEMENT INCJames Dorr Drake — TWIN CAPITAL MANAGEMENT INCJames Austin Wilding — CONFLUENCE WEALTH SERVICES, INC.Gregory Joseph Weimer — CONFLUENCE WEALTH SERVICES, INC.Kathleen Ann Thornhill — CONFLUENCE WEALTH SERVICES, INC.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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