ARNOLD WEITZ & CO

20488 Park Rd
Elkhorn, Nebraska 68022
Tel: 402-392-2244

About ARNOLD WEITZ & CO

ARNOLD WEITZ & CO, formally registered with the SEC as ARNOLD WEITZ & CO. The firm was established in 01/02/2009. They have over 1 offices throughout the country.

ARNOLD WEITZ & CO is a Elkhorn, Nebraska based Financial Planning firm with nearly $366,360,908 assets under management, offering retirement planning & investment advisory services to 60 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108026
SEC#	801-69800
Assets Managed by Firm	$366,360,908
No. of Clients	60
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

Firm Client Information

	No. of Clients	AUM
Firm Total	60	$366,360,908
Individuals (other than high net worth individuals)	34	$234,722,555
High net worth individuals	10	$131,638,353

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