Nancy K Weeks Associates, LLC

Overview

Nancy K Weeks Associates, LLC is a California-registered limited liability company run under individual ownership. The firm positions itself as a capital allocator and advisory practice that focuses on financial planning and the selection of other advisers on behalf of clients. Its billing approach includes hourly fees, fixed fees and other non-commission arrangements. The firm identifies as an active ESG investor, and that orientation appears to inform how it evaluates managers and investment options. It is organized as a single-state adviser (California) rather than a multi-state platform and does not list pension consulting or related-adviser activities.

Investments & Alternatives

Location & Offices