Weitz Wallace R & Co (Omaha)

Name: Weitz Wallace R & Co
Address: 1125 South 103 Rd Street, Omaha, NE, 68124 1071
Telephone: 402-391-1980

Weitz Wallace R & Co is a large advisory firm based in Omaha. It manages $2.73 billion of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Nebraska.

Weitz Wallace R & provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Weitz Wallace R &: assets under management

The assets under management (AUM) of Weitz Wallace R & Co is $2.73 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -56% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.73 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $195.26 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Weitz Wallace R & Co for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Weitz Wallace R & Co

Barbara Veach Weitz has been acting as President since 1 Mar 1983. Bradley Paul Hinton joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Barbara Veach Weitz	Director	1 Mar 1983	Other	4329217
Wallace Roger Weitz	President	1 Mar 1983	75% - 100%	462632
Linda Lorraine Lawson	Vice president	1 Jun 1992	Other	2302306
Richard Frank Lawson	Vice president	1 Dec 1992	Other	2322752
Mary Kay Beerling	Vice president	1 Sep 1994	Other	2539294
Kenneth Robert Stoll	Vice president	1 Apr 2004	Other	4801899
Bradley Paul Hinton	Vice president	1 Jul 2006	Other	4453213

Based in Omaha

The principal office where Weitz Wallace R & Co performs its advisory services is located at 1125 South 103 Rd Street, Omaha, NE 68124 1071, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 402-391-1980 or by fax 402-391-2125. The normal business hours are 8:00 a.m. to 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.weitzfunds.com.