Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > washington > lacey > WEINAND FINANCIAL, INC.
WEINAND FINANCIAL, INC.
8120 Freedom Lane Ne
Ste 101
Lacey, Washington 98516-4704
Tel: 360-459-4847
About WEINAND FINANCIAL, INC.
WEINAND FINANCIAL, INC, formally registered with the SEC as WEINAND FINANCIAL, INC. The firm was established in 11/21/2023. They have over 1 offices throughout the country.
WEINAND FINANCIAL, INC. is a Lacey, Washington based Financial Planning firm with nearly $443,430,020 assets under management, offering retirement planning & investment advisory services to 1603 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 328590 |
| SEC# | 801-129080 |
| Assets Managed by Firm | $443,430,020 |
| No. of Clients | 1603 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1603 | $443,430,020 |
| Individuals (other than high net worth individuals) | 338 | $149,040,860 |
| High net worth individuals | 112 | $290,456,711 |
| Pension and profit sharing plans | 2 | $3,932,449 |
More Retirement Planning firms in Lacey, Washington:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $475,093,919,406 | 163121 | 877 | |
| $82,657,150,657 | 146 | 653 | |
| $52,480,583,056 | 70944 | 653 | |
| $24,747,000,000 | 17 | 95 | |
| $23,026,995,111 | 77 | 656 |
Explore More Retirement Advisors in Lacey, Washington