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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-23-2004
- Office Locations
- 1
Office Locations
About Weyhill Investment Counsel, LLC
Weyhill Investment Counsel is an independent, fee-only RIA providing fiduciary wealth management and investment management for individuals, families, and retirement plan sponsors. The firm builds goal-based plans and long-term portfolios aimed at preserving capital and pursuing steady growth, with no commissions or product sales. Custody includes Charles Schwab, and the firm offers a complimentary “Second Opinion” review of existing investments.
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Owner & Executives
JASON EUGENE ABRUZERE
Financial Advisor, FOUNDER, General Partner
- CRD
- #4121049
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,298,969 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,298,969 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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