| Name | Title | Ownership | Since |
|---|---|---|---|
| Keith D Weiss Control | Chief Information Officer | 50-75% | 2011 |
| Scott G Weiss Control | Chief Compliance Officer | 50-75% | 2011 |
Weiss Financial Group LLC reports $90 million in regulatory assets under management on its Form ADV.
Weiss Financial Group LLC reports 2 employees.
Weiss Financial Group LLC is based in Mahopac, NY and has been SEC-registered since 2011.
Weiss Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 704 Route 6, Mahopac, NY 10541 |
| Phone | 845-621-4700 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $86.8M |
| Non-discretionary | $3.3M |
| Total (RAUM) | $90M |