S
$218.9K Total AUM
$218.9K Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-13-2013
- Office Locations
- 1
Office Locations
-- Suquamish WA
About Shai Weinbaum Investment Management
Shai Weinbaum Investment Management is a Suquamish-based RIA. The firm has been operating for 12 years. Managing $218.9K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$218.9K AVG AUM / ADVISOR
$36.5K AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Investment Themes
Available
Owner & Executives
S
SHAI JACOB WEINBAUM
Owner
- CRD
- #6180967
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $218,867 | -- |
| Non-Discretionary | $0 | -- |
| Total | $218,867 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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