Weil Capital Management LLC is a large advisory firm based in Palo Alto. It manages $142.05 million of regulatory assets for 148 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Weil Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Weil Capital Management LLC is $142.05 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 140% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Weil Capital Management LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Llc Lasecke Enterprises joined the executive team most recently as the Member.
The principal office where Weil Capital Management LLC performs its advisory services is located at 624 University Avenue, Palo Alto, CA 94301 2019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-323-3700 or by fax 650-323-3790. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.