Weigelfam
31yrs
Top 11% by experience in New York
Weigelfam
Location not listed. Legal name: Weigel Fiduciary Asset Management
About the firm
A registered investment advisory firm. It manages about $76.1 million for roughly 89 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?$761,079
Assets under management ?$76.1 million
Individual clients89
Median years of experience31
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Advisors at Weigelfam
1Advisors
31Median years of experience
1States with offices
–Offices
Also known as
Weigel Fiduciary Asset Management · Weigel Fiduciary Asset Management LLC
About Weigelfam
How do I contact Weigelfam?
Call the main office at (646) 872-0632. The main office is at , .
How is Weigelfam paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Weigelfam offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting.
How many advisors work at Weigelfam?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.