The Weil Company is a large advisory firm based in San Diego. It manages $869.56 million of regulatory assets for 2,042 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Florida, and 12 other states.
The Weil Company provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of The Weil Company is $869.56 million. The firm's AUM has grown by 580% 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 The Weil Company for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. 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.
The firm provides services to individuals, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Christopher Francis Weil is high net worth individuals with 226 clients and $466.6 million of assets under management. Among the 8 most similar advisory firms, The Weil Company has the 4th lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $869.56 million for 758 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
The Weil Company also advises several private funds. Namely, fifteen real estate funds and four venture capital funds. The minimum investment commitment required of non-related persons ranges from $6,100 to $100,000.
The company employs 25 people that are either part- or full-time employees. 36 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Christopher Francis Weil has been acting as President since 1 Mar 1988. Cw Mw 2009 Irrevocable Trust joined the executive team most recently as the Owner.
The principal office where The Weil Company performs its advisory services is located at 11236 El Camino Real, San Diego, CA 92130, 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 858-724-6040 or by fax 858-724-6080. The normal business hours are 6:30 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at cweil.com.