W
$39.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
19 ADV. Clients
46 yrs Firm Age
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- Custodian
- Baird ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-15-1980
- Office Locations
- 1
Office Locations
-- Warren MI
About Weil Enterprises, Inc.
Weil Enterprises, Inc. is a Warren-based RIA. The firm has been operating for 46 years. Managing $39.7M in total assets under management, with 1 advisory representatives. They custody assets with Baird and LPL Financial.
Team overview
-- AVG AGE
$39.7M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
16 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
46yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ANITA LYNN PRASKY
President
- CRD
- #4630663
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $39,707,944 | -- |
| Total | $39,707,944 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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