WEISS FINANCIAL GROUP LLC

MAHOPAC, New York·2 registered advisors·CRD# 159331
SEC# 801-728710845-621-4700
01

Firm Overview

AUM
$68M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WEISS FINANCIAL GROUP LLC

2 registered advisors
Keith D Weiss
MAHOPAC, New York
Scott G Weiss
MAHOPAC, New York
05

Office Locations

MAHOPAC, New York
2 advisors

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Data sourced from SEC Form ADV filings. WEISS FINANCIAL GROUP LLC (CRD# 159331) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.