Investment adviser · CRD 172084
WEI'S GROUP CO.
Investment adviser filing (IA)
WEI S GROUP CO
· Form ADV filed Jul 2, 2014
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 2, 2014. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Security ratings · Market timing · Educational seminars
Compensation
Percentage of assets · Performance-based
Principal office
CRD 172084
Filing source
Form ADV 832966 · Jul 2, 2014 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.