WEISS FINANCIAL GROUP LLC
SEC Form ADV profile.
Total regulatory AUM
$90,045,189
Discretionary
$86,758,189
Non-discretionary
$3,287,000
Firm details
- CRD number
- 159331
- SEC file number
- 801-72871
- Main office
- MAHOPAC, NY, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.