WIEDER FINANCIAL CORP.
Firm details
- Headquarters
- YONKERS, New York
- CRD number
- 331643
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI91.3%
- Individuals8.7%
- Services
- Financial Planning
Firm profile
FINTRXOverview
Wieder Financial Corp. operates as an independent registered investment advisor (RIA) focused on providing financial planning services primarily to individuals and families. The firm is structured as a corporation and is owned by an individual. It engages in activities beyond investment advisory, including functioning as a real estate broker and a law firm. While the firm does not actively pursue ESG investments, it has established a diverse array of investment strategies that include both traditional and alternative assets.
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
- US Government Bonds65%
- Exchange Traded Equities35%
Contacts
1 of 1JOHN WIEDER
PresidentCRD 5652817
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
YONKERS, NY
WESTCHESTER
Location
YONKERS, NY
Headquartered in YONKERS, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- WESTCHESTER
- Address
- 35 E Grassy Sprain Rd
- Time zone
- ET (UTC-5)
- Office locations
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