$55.1M Total AUM
$55.1M Disc. AUM
-- 3Y CAGR
3 Employees
56 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-31-2005
- Office Locations
- 1
Office Locations
35 North Fourth Street Suite 300-D Columbus OH
About Weinberg Advisory Group
Weinberg Advisory Group is a Columbus-based RIA. The firm has been operating for 21 years. Managing $55.1M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
-- AVG AGE
$18.4M AVG AUM / ADVISOR
$983.9K AVG AUM / CLIENT
10.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
E
ERIC G WEINBERG
Advisor, COMPLIANCE OFFICER, President
- CRD
- #1784861
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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S
Samuel Weinberg
--
- CRD
- #8044139
Available
Available
Available
E
ERICK RAY ZANNER
--
- CRD
- #1068709
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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