AdvisorOS Directory
Claim Profile
JA

James Francis Aten

WEIK INVESTMENT SERVICES, INC.·WYOMISSING, Pennsylvania
Unclaimed Profile
1075 BERKSHIRE BLVD, WYOMISSING, PA 19610-1227CRD# 1686947Firm CRD# 107068
01

About

James Francis Aten is a registered financial advisor based in WYOMISSING, Pennsylvania, affiliated with WEIK INVESTMENT SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
WEIK CAPITAL MANAGEMENT, INC
WEIK CAPITAL MANAGEMENT
AUM
$278M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at WEIK CAPITAL MANAGEMENT, INC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1686947
Firm CRD# 107068
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WYOMISSING?

Browse all registered financial advisors in WYOMISSING, Pennsylvania or claim this profile if it's yours.

Browse WYOMISSING AdvisorsAre you this advisor? Claim profile

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 James Francis Aten offer?
James Francis Aten specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in WYOMISSING, Pennsylvania for a consultation.
What are James Francis Aten's credentials?
James Francis Aten is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Francis Aten located?
James Francis Aten is based in WYOMISSING, Pennsylvania, working with WEIK INVESTMENT SERVICES, INC.. Their office serves clients in the WYOMISSING metropolitan area and surrounding communities.
How does James Francis Aten charge for services?
James Francis Aten'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 WEIK INVESTMENT SERVICES, INC.?
WEIK INVESTMENT SERVICES, INC. has approximately 8 employees and manages $278M 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 →
Other advisors in WYOMISSING
Karen Louise Kleffel — INSTITUTIONAL ADVISORS LLCH Anderson Ellsworth — INSTITUTIONAL ADVISORS LLCWilliam Andrew Morgan — HERBEIN WEALTH MANAGEMENT, L.L.C.Linda Sue Himeback — HERBEIN WEALTH MANAGEMENT, L.L.C.Richard Arlen Lord — INSTITUTIONAL ADVISORS LLC
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile