Weiss Money Management Inc (Palm Beach Gardens)

Name: Weiss Money Management Inc
Address: 7111 Fairway Dr, Palm Beach Gardens, FL, 33418
Telephone: 561-515-8558

Weiss Money Management Inc is a large advisory firm based in Palm Beach Gardens. It manages $308.48 million of regulatory assets for 1,960 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

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

Weiss Money Management: assets under management

The assets under management (AUM) of Weiss Money Management Inc is $308.48 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $308.48 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $157.39 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Weiss Money Management Inc 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 Weiss Money Management Inc

Weiss Money Management Inc is owned by Martin David Weiss. John Nicholls Breazeale has been acting as President since 1 Dec 1994. Sharon Anne Daniels joined the executive team most recently as the President/Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Martin David Weiss	Owner/director of weiss group	1 Nov 1988	75% - 100%	2655179
Sharon Anne Parker	Investment committee member	1 Apr 1990	Other	1242783
Sharon Anne Daniels	Investment committee member	1 Apr 1990	Other	1242783
Weiss Group Inc.	Owner of weiss money mgmt. inc.	1 Jan 1994	75% - 100%	65-0465371
John Nicholls Breazeale	President/treasurer	1 Dec 1994	Other	828002
Clara Ann Maxcy	Secretary	1 Jan 2000	Other	1632510
Dana K Nicholas	President	1 Nov 2001	Other	4487683
Steven Perry Chapman	Vice president/secretary	1 Nov 2001	Other	809705
Sharon Anne Daniels	President/treasurer	1 Jun 2004	Other	1242783

Based in Palm Beach Gardens

The principal office where Weiss Money Management Inc performs its advisory services is located at 7111 Fairway Dr, Palm Beach Gardens, FL 33418, 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 561-515-8558 or by fax 561-515-8572. The normal business hours are 8:30 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.weissmoneymanagement.com.