Colleen Weber Cpa, LLC

Overview

Colleen Weber Cpa, LLC is a small, independent registered investment adviser organized as an LLC that combines accounting practice with client investment and planning services. The firm serves individual and family clients (and small-business owners) with financial planning and portfolio management, operating on a fixed-fee basis rather than percentage-based or performance fees. It identifies its primary business activity as accounting and does not position itself as a capital allocator or pension consultant. The firm is not listed as an active ESG investor and is not registered as a multi-state adviser.

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Public Holdings

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Location & Offices