CRD: 172665
Weeks Financial Services, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-17-2014
- Office Locations
- 1
Office Locations
About Weeks Financial Services, LLC
Weeks Financial Services, LLC is a Pennsylvania-based wealth management firm led by CFP professional Dave Weeks, providing personalized financial planning, retirement and estate planning, and ongoing asset management for individuals, families, and business owners. Portfolios are implemented primarily with ETFs, with additional mutual funds and cash/investment-grade fixed income as needed, and the firm custodies with Charles Schwab & Co.
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Investment Themes
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Technology
Owner & Executives
CHARLES S WEEKS
Chief Compliance Officer, President, Secretary, TREASURER, Vice President
- CRD
- #2289771
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,027,417 | -- |
| Non-Discretionary | $4,829,606 | -- |
| Total | $51,857,023 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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