WEIS ADVISORY, LLC

WEIS ADVISORY
CLIVE, Iowa·1 registered advisor·CRD# 217517
SEC# 801-1234820(888) 978-2082
01

Firm Overview

AUM
$158M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WEIS ADVISORY, LLC

1 registered advisor
Thomas Michael Weissenburger
CLIVE, Iowa
05

Office Locations

CLIVE, Iowa
1 advisor

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Data sourced from SEC Form ADV filings. WEIS ADVISORY, LLC (CRD# 217517) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.