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.
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 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.
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.
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.