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Home > Retirement Planners > california > san diego > CHRISTOPHER WEIL & CO INC
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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