WEIS ADVISORY
Tel: (888) 978-2082 16400 Sheridan Avenue Clive, Iowa 50325
About WEIS ADVISORY
WEIS ADVISORY is a Clive, Iowa based financial advisory firm with nearly $157,637,425 in assets under management and provides investment advisory services for 586 clients. There are currently 9 financial advisors at the firm.
General Information
Firm CRD#:
217517
Firm SEC#:
801-123482
Assets Under Management:
$157,637,425
No. of Clients:
586
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services
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