Weiser Advisory Services LLC (New York)

Name: Weiser Advisory Services LLC
Address: 622 Third Avenue, New York, NY, 10017 6701
Telephone: 212-201-2222

Weiser Advisory Services LLC is a large advisory firm based in New York. It manages $589.3 million of regulatory assets for 119 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of New Jersey and New York.

Weiser Advisory Services provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Weiser Advisory Services: assets under management

The assets under management (AUM) of Weiser Advisory Services LLC is $589.3 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $24.98 million in discretionary accounts and $564.32 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.39 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.59 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Weiser Advisory Services LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed 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.

Careers at Weiser Advisory Services LLC

Lawrence Craig Busch has been acting as President since 1 Jan 1999. Howard Theodore Gottlieb joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Weiser Holding Group ("Whg")	Corporate owner	1 Jan 1999	50% - 75%	13-4994650
Lisa Faye Osofsky	Chairman, ceo	1 Jan 1999	Other	3277025
Lawrence Craig Busch	President	1 Jan 1999	25% - 50%	4380051
Douglas Allen Phillips	Member, supervisory board	1 Jun 2000	Other	4380046
Thomas Paul Dalpiaz	Managing director	1 Sep 2002	Other	1827380
Howard Theodore Gottlieb	Managing director	1 Mar 2004	Other	2052026

Based in New York

The principal office where Weiser Advisory Services LLC performs its advisory services is located at 622 Third Avenue, New York, NY 10017 6701, 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 212-201-2222 or by fax 212-201-2221. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.weiseradvisory.com.