CHRISTOPHER WEIL & CO INC

11236 El Camino Real
Suite 200
San Diego, California 92130
Tel: 858-724-6040

About CHRISTOPHER WEIL & CO INC

CHRISTOPHER WEIL & CO INC, formally registered with the SEC as CHRISTOPHER WEIL & CO INC. The firm was established in 11/25/1992. They have over 1 offices throughout the country.

CHRISTOPHER WEIL & CO INC is a San Diego, California based Financial Planning firm with nearly $913,477,257 assets under management, offering retirement planning & investment advisory services to 1479 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	22090
SEC#	801-42757
Assets Managed by Firm	$913,477,257
No. of Clients	1479
No. of Advisors	21

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1479	$913,477,257
Individuals (other than high net worth individuals)	245	$79,957,213
High net worth individuals	262	$718,950,940
Pension and profit sharing plans	8	$30,812,467
Charitable organizations	5	$6,308,216
Corporations or other businesses	7	$7,197,666

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