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Weber Asset Management, Inc.

● SEC registered since 1993CRD 106267SEC# 801-42886Lake Success, NY
Export (members)
Reg. AUM
$582.9M
Employees
6
Accounts
743
Location
Lake Success, NY

Weber Asset Management, Inc. assets under management

Weber Asset Management, Inc. is a registered investment adviser overseen by the SEC based in Lake Success, NY. The firm has been registered since 1993. It reports $582.9 million in regulatory assets under management and employs 6 people.
www.weberasset.comView on SEC.gov ↗

Weber Asset Management, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Jennifer Legum Weber ControlFinancial Planner25-50%2018
Kathleen M DalyVice PresidentUnder 5%1986
Ken Weber ControlPresident50-75%1992
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Frequently asked questions

How much does Weber Asset Management, Inc. manage?

Weber Asset Management, Inc. reports $582.9 million in regulatory assets under management on its Form ADV.

How many employees does Weber Asset Management, Inc. have?

Weber Asset Management, Inc. reports 6 employees.

Where is Weber Asset Management, Inc. located?

Weber Asset Management, Inc. is based in Lake Success, NY and has been SEC-registered since 1993.

Does Weber Asset Management, Inc. disclose fund performance?

Weber Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3000 Marcus Ave, Suite 3e10, Lake Success, NY 11042
Phone516-326-3299
Fax516-326-3623
Office hours9 a.m. - 5 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$582.9M
Non-discretionary$0
Total (RAUM)$582.9M