WEISS FINANCIAL GROUP LLC

704 Route 6
Mahopac, New York 10541
Tel: 845-621-4700

About WEISS FINANCIAL GROUP LLC

WEISS FINANCIAL GROUP LLC, formally registered with the SEC as WEISS FINANCIAL GROUP LLC. The firm was established in 12/02/2011. They have over 1 offices throughout the country.

WEISS FINANCIAL GROUP LLC is a Mahopac, New York based Financial Planning firm with nearly $76,153,515 assets under management, offering retirement planning & investment advisory services to 247 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159331
SEC#	801-72871
Assets Managed by Firm	$76,153,515
No. of Clients	247
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
Selection for other advisors
Other (CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	247	$76,153,515
Individuals (other than high net worth individuals)	83	$28,647,227
High net worth individuals	22	$42,248,517
Pension and profit sharing plans	4	$5,169,412
Corporations or other businesses	1	$88,359

More Retirement Planning firms in Mahopac, 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
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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