WEBER ASSET MANAGEMENT, INC.

LAKE SUCCESS, New York·1 registered advisor·CRD# 106267
SEC# 801-428860516-326-3299
01

Firm Overview

AUM
$473M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at WEBER ASSET MANAGEMENT, INC.

1 registered advisor
Jennifer Legum Weber
LAKE SUCCESS, New York
CFP
05

Office Locations

LAKE SUCCESS, New York
1 advisor

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Data sourced from SEC Form ADV filings. WEBER ASSET MANAGEMENT, INC. (CRD# 106267) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.