WEIK CAPITAL MANAGEMENT

18 Commerce Drive
Wyomissing, Pennsylvania 19610-1068
Tel: 610-376-2240

About WEIK CAPITAL MANAGEMENT

WEIK CAPITAL MANAGEMENT, formally registered with the SEC as WEIK CAPITAL MANAGEMENT. The firm was established in 09/17/1987. They have over 1 offices throughout the country.

WEIK CAPITAL MANAGEMENT is a Wyomissing, Pennsylvania based Financial Planning firm with nearly $277,644,326 assets under management, offering retirement planning & investment advisory services to 183 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107068
SEC#	801-30452
Assets Managed by Firm	$277,644,326
No. of Clients	183
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	183	$277,644,326
Individuals (other than high net worth individuals)	78	$26,151,367
High net worth individuals	91	$175,951,154
Pension and profit sharing plans	2	$5,920,566
Charitable organizations	7	$7,781,217
Corporations or other businesses	2	$17,449,359

More Retirement Planning firms in Wyomissing, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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