WEISS ASSET MANAGEMENT

222 Berkeley Street
16th Floor
Boston, Massachusetts 02116
Tel: 617-778-7780

About WEISS ASSET MANAGEMENT

WEISS ASSET MANAGEMENT, formally registered with the SEC as WEISS ASSET MANAGEMENT. The firm was established in 03/30/2012. They have over 5 offices throughout the country.

WEISS ASSET MANAGEMENT is a Boston, Massachusetts based Financial Planning firm with nearly $6,721,215,982 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 134 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155564
SEC#	801-73590
Assets Managed by Firm	$6,721,215,982
No. of Clients	4
No. of Advisors	134

Fee Structure

A percentage of AUM
Performance Based
Other (SOME CLIENTS PAY CERTAIN EXPENSES OF THE MANAGER)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$6,721,215,982

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