Investment Adviser
Weis Advisory - Investment Advisers
Legal name: Weis Advisory, LLC
Investment Adviser headquartered in Clive, Iowa · Invest
About Weis Advisory
Weis Advisory is an investment adviser headquartered in Clive, Iowa. It reports regulatory assets under management of $225.64M. SEC-registered investment advisers that manage portfolios and provide financial advice.
Key Facts
- Assets Under Management
- $225.64M
- Employees
- 9
- SEC File Number
- 801-123482
More Investment Advisers in Iowa
Principal Asset Management
Des Moines, IA
AUM $427.71B
Cambridge Investment Research Advisors, Inc.
Fairfield, IA
AUM $138.69Bcambridgestronger.com
Sammons Financial Group Asset Management, LLC
West Des Moines, IA
AUM $122.05B
Principal Real Estate
Des Moines, IA
AUM $105.65Bprincipalcef.com
Aegon Asset Management US
Cedar Rapids, IA
AUM $88.8Baegonam.com
Transamerica Retirement Advisors, LLC
Cedar Rapids, IA
AUM $18.83Btransamerica.com
Principal Securities, Inc.
Des Moines, IA
AUM $17.02B
Avantax Planning Partners, Inc.
Dubuque, IA
AUM $7.57Bavantax.com
Information is compiled from public regulator filings and may be out of date. Stock Charted does not endorse or recommend any firm.