This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-02-2011
- Office Locations
- 1
Office Locations
About Weiss Financial Group LLC
Weiss Financial Group LLC is a Mahopac, NY registered investment adviser providing financial planning and discretionary portfolio management, with a focus on retirement income, tax planning, and estate/legacy considerations. The firm emphasizes staying invested through market volatility using diversified, balanced portfolio construction, typically implemented with ETFs and public funds. Custody is supported via platforms including Charles Schwab and Altruist.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KEITH D WEISS
Advisor, Chief Information Officer
- CRD
- #5280763
- Ownership
- 50% but less than 75%
SCOTT G WEISS
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #5772766
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,758,189 | $352,676 |
| Non-Discretionary | $3,287,000 | $1,095,667 |
| Total | $90,045,189 | $361,627 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
Continue browsing