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Home > Retirement Planners > georgia > suwanee > WEAVER CAPITAL MANAGEMENT, LLC
WEAVER CAPITAL MANAGEMENT, LLC
5400 Laurel Springs Parkway
Suite 303
Suwanee, Georgia 30024
Tel: 678-341-1333
About WEAVER CAPITAL MANAGEMENT, LLC
WEAVER CAPITAL MANAGEMENT, LLC, formally registered with the SEC as WEAVER CAPITAL MANAGEMENT, LLC. The firm was established in 05/05/2017. They have over 1 offices throughout the country.
WEAVER CAPITAL MANAGEMENT, LLC is a Suwanee, Georgia based Financial Planning firm with nearly $434,059,079 assets under management, offering retirement planning & investment advisory services to 981 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 135037 |
| SEC# | 801-110518 |
| Assets Managed by Firm | $434,059,079 |
| No. of Clients | 981 |
| No. of Advisors | 4 |
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 | 981 | $434,059,079 |
| Individuals (other than high net worth individuals) | 107 | $42,073,291 |
| High net worth individuals | 79 | $356,519,887 |
| Pension and profit sharing plans | Fewer than 5 clients | $4,142,028 |
| Charitable organizations | Fewer than 5 clients | $13,433,885 |
| Corporations or other businesses | Fewer than 5 clients | $17,889,988 |
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