$15.0M Total AUM
$8.5M Disc. AUM
-- 3Y CAGR
1 Employees
130 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-12-2003
- Office Locations
- 1
Office Locations
-- Pittsford NY
About Weisberg Financial Services
Weisberg Financial Services is a Pittsford-based RIA. The firm has been operating for 22 years. Managing $15.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
-- AVG AGE
$15.0M AVG AUM / ADVISOR
$115.6K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
22yrs Firm Age
Insights
Available
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Investment Vehicles
Available
Services
Available
Owner & Executives
P
PHILIP SIDNEY WEISBERG
Advisor
- CRD
- #4722819
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,500,000 | -- |
| Non-Discretionary | $6,532,000 | -- |
| Total | $15,032,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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