Weeks Financial Services, LLC

Overview

Weeks Financial Services, LLC is a small, individual-owned advisory firm focused on portfolio management for individual and family clients, including small businesses. The firm charges fees based on a percentage of assets under management and reports a straightforward advisory model rather than providing pension consulting or multi-state/institutional services. Weeks does not identify as an active ESG investor and does not appear to operate as a capital allocator or a related adviser to other registered firms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices