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Home > Retirement Planners > new jersey > lawrenceville > WEINGARTEN ASSOCIATES, L.L.C.
WEINGARTEN ASSOCIATES, L.L.C.
11 Overlook Way
Lawrenceville, New Jersey 08648
Tel: 609-620-1770
About WEINGARTEN ASSOCIATES, L.L.C.
WEINGARTEN ASSOCIATES, LLC, formally registered with the SEC as WEINGARTEN ASSOCIATES, LLC. The firm was established in 06/09/2022. They have over 1 offices throughout the country.
WEINGARTEN ASSOCIATES, L.L.C. is a Lawrenceville, New Jersey based Financial Planning firm with nearly $134,422,204 assets under management, offering retirement planning & investment advisory services to 350 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 127718 |
| SEC# | 801-125854 |
| Assets Managed by Firm | $134,422,204 |
| No. of Clients | 350 |
| No. of Advisors | 2 |
Fee Structure
- 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 | 350 | $134,422,204 |
| Individuals (other than high net worth individuals) | 10 | $5,463,494 |
| High net worth individuals | 53 | $128,906,454 |
| Charitable organizations | Fewer than 5 clients | $52,256 |
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