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Weingarten Associates, L.L.C.

● SEC registered since 2022CRD 127718SEC# 801-125854Lawrenceville, NJ
Export (members)
Reg. AUM
$167.7M
Employees
2
Accounts
408
Location
Lawrenceville, NJ

Weingarten Associates, L.L.C. assets under management

Weingarten Associates, L.L.C. operates as an SEC-registered investment adviser based in Lawrenceville, NJ. The firm has been registered since 2022. It reports $167.7 million in regulatory assets under management and employs 2 people.
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Weingarten Associates, L.L.C. owners & executives

2 reported
NameTitleOwnershipSince
Kenneth Jay Weingarten ControlPresident Of Financial Planning Services, Cco50-75%2003
Trina Michelle Weingarten ControlPresident Of Tax Services50-75%2003

Frequently asked questions

How much does Weingarten Associates, L.L.C. manage?

Weingarten Associates, L.L.C. reports $167.7 million in regulatory assets under management on its Form ADV.

How many employees does Weingarten Associates, L.L.C. have?

Weingarten Associates, L.L.C. reports 2 employees.

Where is Weingarten Associates, L.L.C. located?

Weingarten Associates, L.L.C. is based in Lawrenceville, NJ and has been SEC-registered since 2022.

Does Weingarten Associates, L.L.C. disclose fund performance?

Weingarten Associates, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11 Overlook Way, Lawrenceville, NJ 08648
Phone609-620-1770
Fax609-288-8460
Office hours9a.m.-5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$163M
Non-discretionary$4.6M
Total (RAUM)$167.7M