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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-12-1994
- Office Locations
- 1
Office Locations
About Weil Associates, Inc.
PRA Hawaii is a full-service business event and experience-production team, combining event producers, experience/creative design, and on-the-ground operations to execute corporate programs across Hawaii. The team supports clients hosting destination meetings and recognition events, with examples including a 5-day “Circle of Excellence” program for 550 attendees. Operates programs on Maui, Kauai, Oahu, Lanai, and the Big Island.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL JAMES WEIL
Chief Executive Officer, Director
- CRD
- #2435438
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,871,990 | -- |
| Non-Discretionary | $621,806 | -- |
| Total | $23,493,796 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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