WEINBERGER ASSET MANAGEMENT, INC

11661 San Vicente Blvd, Suite 820
Los Angeles, California 90049
Tel: 310-442-8472

About WEINBERGER ASSET MANAGEMENT, INC

WEINBERGER ASSET MANAGEMENT, INC, formally registered with the SEC as WEINBERGER ASSET MANAGEMENT, INC. The firm was established in 05/08/2018. They have over 2 offices throughout the country.

WEINBERGER ASSET MANAGEMENT, INC is a Los Angeles, California based Financial Planning firm with nearly $360,155,504 assets under management, offering retirement planning & investment advisory services to 519 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106176
SEC#	801-113165
Assets Managed by Firm	$360,155,504
No. of Clients	519
No. of Advisors	3

Fee Structure

A percentage of AUM
Other (PERCENTAGE OF PLAN ASSETS)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	519	$360,155,504
Individuals (other than high net worth individuals)	40	$25,689,216
High net worth individuals	83	$304,609,609
Pension and profit sharing plans	2	$18,770,933
Charitable organizations	3	$985,564
Corporations or other businesses	6	$10,100,182

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