WEIS ADVISORY

Tel: (888) 978-2082

16400 Sheridan Avenue
Clive, Iowa 50325

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WEIS ADVISORY

WEIS ADVISORY is a Clive, Iowa based financial advisory firm with nearly $157,637,425 in assets under management and provides investment advisory services for 586 clients. There are currently 9 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

217517

SEC#:

801-123482

No. of Clients:

586

Assets under Management

$157,637,425

No. of Advisors:

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WEIS ADVISORY

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WEIS ADVISORY

General Information

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