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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-01-2015
- Office Locations
- 1
Office Locations
About Weis Advisory
Weiss Advisory Group delivers tax planning and accounting-led financial guidance for individuals and small business owners, with specialties in qualified retirement plans (401(k)/403(b)/457, SEP/SIMPLE), pensions, and stock-option/equity compensation planning. Built on 30+ years as a local resource with a personalized-service approach; founder Richard F. Weiss remains involved as a consultant and serves on the boards of Putnam County Savings Bank and Putnam County Housing.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THOMAS MICHAEL WEISSENBURGER
Chief Compliance Officer, Financial Planner, President
- CRD
- #2119726
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Joshua Clair Hildman
Financial Advisor
- CRD
- #6648388
MITCHELL WEISSENBURGER MOSER
Financial Advisor
- CRD
- #5667386
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $213,214,737 | $277,985 |
| Non-Discretionary | $12,421,571 | $887,255 |
| Total | $225,636,308 | $288,907 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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