Weingarten Associates

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

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Overview

Headquarters

11 Overlook Way, Lawrenceville, New Jers...

Phone Number

(609) 620-1770

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Weingarten Associates

Weingarten Associates LLC is a financial advisory firm that provides exceptional financial planning, investment management, and tax advice to clients, including corporate executives, self-employed business owners, and families. They offer customized wealth management services, including holistic financial planning, investment management, and tax planning, primarily targeting clients with significant investable assets. The firm also has a Wealth Accumulator Plan designed for younger clients in the accumulation phase of their financial journey. As fiduciary advisors, they prioritize a fee-only model to ensure trust and transparency in their client relationships.Explore more
Weingarten Associates's Social MediaPopular SearchesWeingarten Associates LLCWeingarten Associates IncWeingartenassociatesKen WeingartenWeingarten Associates AsSIC Code 62,628NAICS Code 52,523Show more

Weingarten Associates Org Chart

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Kenneth Weingarten, President, Financial Planning at Weingarten Associates
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President, Financial Planning

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Managing Tax Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Weingarten Associates

<$5M
1-10
Private
-
2003
Kenneth Weingarten, President, Financial Planning at Weingarten Associates
Kenneth WeingartenPresident, Financial Planning
<$5M
1-10
Private
-
2006
DZ
David ZumbuschCertified Financial Planner
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2005
JR
Jennifer RossiChief of Staff
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2012
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Weingarten Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Weingarten Associates Tech Stack

A closer look at the technologies used by Weingarten Associates

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Frequently Asked Questions Regarding Weingarten Associates

What is Weingarten Associates's official website?
Weingarten Associates's official website is www.weingartenassociates.com
What is Weingarten Associates's Revenue?
Weingarten Associates's revenue is <$5 Million
What is Weingarten Associates's SIC code?
Weingarten Associates's SIC: 62,628
What is Weingarten Associates's NAICS code?
Weingarten Associates's NAICS: 52,523
How many employees does Weingarten Associates have?
Weingarten Associates has 1-10 employees
What industry does Weingarten Associates belong to?
Weingarten Associates is in the industry of: Finance, Securities Trading
What is Weingarten Associates competition?
Weingarten Associates top competitors include: Copper Canyon Wealth Management, Intelligent Capitalworks, Cornerstone Wealth Management, Core Wealth Management
What technology does Weingarten Associates use?
Some of the popular technologies that Weingarten Associates uses are: goo.gl, Drupal, Google Font API, Google Tag Manager
How do I contact Weingarten Associates?
Weingarten Associates contact info: Phone number: (609) 620-1770 Website: www.weingartenassociates.com
What does Weingarten Associates do?

Weingarten Associates LLC is a financial advisory firm that provides exceptional financial planning, investment management, and tax advice to clients, including corporate executives, self-employed business owners, and families. They offer customized wealth management services, including holistic financial planning, investment management, and tax pl... anning, primarily targeting clients with significant investable assets. The firm also has a Wealth Accumulator Plan designed for younger clients in the accumulation phase of their financial journey. As fiduciary advisors, they prioritize a fee-only model to ensure trust and transparency in their client relationships.Read More

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

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