Weisert Investment Services, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 111670
- Website
- www.weisertinvestments.com
- Custodians
- PROFUNDS DISTRIBUTORS, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsMarket Timing ServicesEducational Seminars / Workshops
Firm profile
FINTRXOverview
Weisert Investment Services, Inc. is an independent, privately owned registered investment adviser operating as a corporation that serves individual and family clients. The firm charges fees on a percentage-of-assets basis and also offers hourly and subscription billing arrangements. Its advisory services include financial planning, portfolio management for individuals and small businesses, market timing services, publication of periodicals or newsletters, and educational seminars or workshops. The firm does not identify as an active ESG investor and is not described as a multi-state adviser.
Assets & Accounts
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
- Other100%
Contacts
2 of 2
Maegan Cahoon
Investment Advisor RepresentativeCRD 6645864
Roy Weisert
PresidentCRD 2255515
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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