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WESTON CAPITAL ASSET MANAGEMENT LLC
WESTON CAPITAL ASSET MANAGEMENT LLC
PALM BEACH, Florida
·
2 registered advisors
·
CRD# 111761
SEC# 802-78282
561.868.6756
01
Firm Overview
AUM
$219M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at WESTON CAPITAL ASSET MANAGEMENT LLC
2 registered advisors
Carolyn D'alessio
WEST PALM BEACH, Florida
CRD# 5463338
Ibrahim Albert Hallac
PALM BEACH, Florida
CRD# 234370
05
Office Locations
PALM BEACH, Florida
1 advisor
WEST PALM BEACH, Florida
1 advisor
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Data sourced from SEC Form ADV filings. WESTON CAPITAL ASSET MANAGEMENT LLC (CRD# 111761) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.