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WEISS FINANCIAL SERVICES

WEISS, LISBETH KAY

CRD 129647

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$9.0M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2021-06-09

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals20$9.0M

Official SEC filing: View on IAPD