PPrivate Fund Data Log in Join · $37/mo

Weigel Fiduciary Asset Management

● SEC registered since 2020CRD 310903SEC# 801-119641
Export (members)
Reg. AUM
$64.3M
Employees
1
Accounts
174
Location

Weigel Fiduciary Asset Management assets under management

Weigel Fiduciary Asset Management is a registered investment adviser overseen by the SEC. The firm has been registered since 2020. It reports $64.3 million in regulatory assets under management and employs 1 people.

Weigel Fiduciary Asset Management owners & executives

1 reported
NameTitleOwnershipSince
David William Weigel ControlPrincipal And Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Weigel Fiduciary Asset Management manage?

Weigel Fiduciary Asset Management reports $64.3 million in regulatory assets under management on its Form ADV.

How many employees does Weigel Fiduciary Asset Management have?

Weigel Fiduciary Asset Management reports 1 employees.

Does Weigel Fiduciary Asset Management disclose fund performance?

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

Contact & registration

Phone646-872-0632
Office hours9 a.m. To 5 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$64.2M
Non-discretionary$108K
Total (RAUM)$64.3M