WEEKS FINANCIAL SERVICES, LLC
Firm details
- Headquarters
- ERDENHEIM, Pennsylvania
- CRD number
- 172665
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.93%
- Individuals13.07%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- Public Funds/Mutual Funds9%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds1%
Contacts
1 of 1CHARLES WEEKS
PresidentCRD 2289771
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ERDENHEIM, PA
MONTGOMERY
Location
ERDENHEIM, PA
Headquartered in ERDENHEIM, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- MONTGOMERY
- Address
- 907 Bethlehem Pike
- Time zone
- ET (UTC-5)
- Office locations
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