WEISS FINANCIAL GROUP LLC

704 Route 6
Mahopac, New York 10541
Tel: 845-621-4700

About WEISS FINANCIAL GROUP LLC

WEISS FINANCIAL GROUP LLC, formally registered with the SEC as WEISS FINANCIAL GROUP LLC. The firm was established in 12/02/2011. They have over 1 offices throughout the country.

WEISS FINANCIAL GROUP LLC is a Mahopac, New York based Financial Planning firm with nearly $76,153,515 assets under management, offering retirement planning & investment advisory services to 247 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159331
SEC#	801-72871
Assets Managed by Firm	$76,153,515
No. of Clients	247
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	247	$76,153,515
Individuals (other than high net worth individuals)	83	$28,647,227
High net worth individuals	22	$42,248,517
Pension and profit sharing plans	4	$5,169,412
Corporations or other businesses	1	$88,359

More Retirement Planning firms in Mahopac, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

Explore More Retirement Advisors in Mahopac, New York

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.