Weitz Securities, Inc.
Firm details
- Headquarters
- Omaha, Nebraska
- CRD number
- 17673
- Registered since
- March 12, 1986
- Website
- weitzinvestments.com
Firm profile
FINTRXOverview
Weitz Securities, Inc. is organized as a corporation and has been registered with the SEC since 1986. FINTRX classifies the firm as Unclassified and lists its owner type as a combination of a domestic entity and an individual. The snapshot record does not supply details on business lines, advisory activities, client segments, or fee arrangements. Several status flags in the FINTRX entry are negative: the firm is not identified as a capital allocator, not an active ESG investor, not a pension consultant, not a related adviser, and not newly formed. The profile in the record is sparse: key operational and product information that would normally clarify whether the entity functions primarily as an investment adviser, broker-dealer, or a holding vehicle is not provided. That limits what can be inferred about the firm’s client focus or service models from this dataset.
Assets & Accounts
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
Contacts
3 of 25
Wallace Weitz
FounderCRD 462632

Nolan Anderson
Vice PresidentCRD 5696416

Giuseppe Merlo
Regional DirectorCRD 4978968
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Omaha, NE
Douglas
Location
Omaha, NE
Headquartered in Omaha, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- Douglas
- Address
- Blackstone Plz Farnam St
- Time zone
- CT (UTC-6)
- Office locations
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