Weber Asset Management

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

1983 Marcus Ave Ste 221, Lake Success, N...

Phone Number

(516) 326-3299

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Weber Asset Management

Weber Asset Management is a boutique, multi-generational wealth management firm based in Lake Success, NY, dedicated to providing personalized financial planning and investment management services. They focus on building strong relationships with their clients, treating them like family and ensuring their financial goals align with their investments. Their services cater to individuals, families, pre-retirees, and young professionals seeking guidance on various financial matters, from retirement planning to wealth transfer. With a commitment to acting in their clients' best interests, Weber Asset Management aims to help clients achieve financial success through customized strategies.Explore more
Weber Asset Management's Social MediaPopular SearchesWeber Asset Management IncWeber Asset ManagementWeber Asset MgmntWeber AssetWeber Asset MgmtSIC Code 62,628NAICS Code 52,523Show more

Weber Asset Management Org Chart

PhoneEmail
SM
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Chief Compliance Officer & Portfolio Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Weber Asset Management

<$5M
1-10
Private
-
1987
SM
Stuart MarkowitzChief Compliance Officer & Portfolio Manager
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
11-50
Private
-
1998
JM
Jaye MuellerTeam Member
<$5M
1-10
Private
-
-
CW
Christopher WeismillerPrincipal, Wealth Advisor
<$5M
1-10
Private
-
2010
TH
Triston Hasty-GrantWealth Advisor & Director, Business Development
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
2011
CF
Cheri FranklinPresident & Co-Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Weber Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Weber Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Weber Asset Management.

Weber Asset Management Tech Stack

A closer look at the technologies used by Weber Asset Management

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Frequently Asked Questions Regarding Weber Asset Management

What is Weber Asset Management's official website?
Weber Asset Management's official website is www.weberasset.com
What is Weber Asset Management's Revenue?
Weber Asset Management's revenue is <$5 Million
What is Weber Asset Management's SIC code?
Weber Asset Management's SIC: 62,628
What is Weber Asset Management's NAICS code?
Weber Asset Management's NAICS: 52,523
How many employees does Weber Asset Management have?
Weber Asset Management has 1-10 employees
What industry does Weber Asset Management belong to?
Weber Asset Management is in the industry of: Finance, Securities Trading
What is Weber Asset Management competition?
Weber Asset Management top competitors include: Vibrance Wealth Management, Directional Wealth Management, Chronos Wealth Management, Waterstone Private Wealth Management
What technology does Weber Asset Management use?
Some of the popular technologies that Weber Asset Management uses are: Google Font API, YouTube, Node.js, Microsoft 365
How do I contact Weber Asset Management?
Weber Asset Management contact info: Phone number: (516) 326-3299 Website: www.weberasset.com
What does Weber Asset Management do?

Weber Asset Management is a boutique, multi-generational wealth management firm based in Lake Success, NY, dedicated to providing personalized financial planning and investment management services. They focus on building strong relationships with their clients, treating them like family and ensuring their financial goals align with their investment... s. Their services cater to individuals, families, pre-retirees, and young professionals seeking guidance on various financial matters, from retirement planning to wealth transfer. With a commitment to acting in their clients' best interests, Weber Asset Management aims to help clients achieve financial success through customized strategies.Read More

What are Weber Asset Management social media links?
Weber Asset Management Linkedin page Weber Asset Management Twitter page Weber Asset Management Facebook page
Is Weber Asset Management a public company?
Weber Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Weber Asset Management

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