WEBER ASSET MANAGEMENT, INC.

1983 Marcus Ave
Suite 221
Lake Success, New York 11042
Tel: 516-326-3299

About WEBER ASSET MANAGEMENT, INC.

WEBER ASSET MANAGEMENT, INC, formally registered with the SEC as WEBER ASSET MANAGEMENT, INC. The firm was established in 01/12/1993. They have over 1 offices throughout the country.

WEBER ASSET MANAGEMENT, INC. is a Lake Success, New York based Financial Planning firm with nearly $582,864,552 assets under management, offering retirement planning & investment advisory services to 743 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106267
SEC#	801-42886
Assets Managed by Firm	$582,864,552
No. of Clients	743
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	743	$582,864,552
Individuals (other than high net worth individuals)	227	$131,497,866
High net worth individuals	117	$451,366,686

More Retirement Planning firms in Lake Success, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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