WEBER ASSET MANAGEMENT, INC.

LAKE SUCCESS, New York·4 registered advisors·CRD# 106267
SEC# 801-428860516-326-3299
01

Firm Overview

AUM
$473M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
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.

4 registered advisors
Jennifer Legum Weber
LAKE SUCCESS, New York
Kathleen M Daly
LAKE SUCCESS, New York
Ken Weber
LAKE SUCCESS, New York
Stuart E Markowitz
LAKE SUCCESS, New York
05

Office Locations

LAKE SUCCESS, New York
4 advisors

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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.