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Christopher Weil & Co Inc

Christopher Weil & Co Inc
Christopher Weil & Company Inc. is a financial advisory firm offering innovative financial services. Today, CWC manages equity and debt portfolios- which include a handful of publicly traded mutual funds for which CWC is the fund or co-fund manager- for approximately 350 individuals, families and small institutions, managing ...(see more)

Firm Information

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Advisors (12)

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Name Start Date
Alex George Beck Nov 2009
Brian Edward Ball Aug 2008
Christopher F. Weil Dec 2005
Danny Cung, CFP® Jul 2008
Gavin David Kosviner Jun 2011
View All
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$321.0M
Total Assets
946
Accounts
$339.3K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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ownership pie chart
  •   Cw-Mw 2009 Irrevocable Trust (10% to 25%)
  •   Cw-Kw 2009 Irrevocable Trust (10% to 25%)
  •   Cw-Cw 2009 Irrevocable Trust (10% to 25%)
  •   Pw-Mw 2009 Irrevocable Trust (10% to 25%)
  •   Pw-Kw 2009 Irrevocable Trust (10% to 25%)
  •   Pw-Cw 2009 Irrevocable Trust (10% to 25%)
  •   Executives with less than 5% share each

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
John V. Wells President & CEO, Compliance Officer Corporate: Secretary 01/01/2005
Laura T. Gordon Chief Financial Officer, Chief Compliance Officer 01/01/2005
Christopher F. Weil Chairman, Treasurer 12/01/2011

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
12555 High Bluff Drive, Suite 180
San Diego , CA 92130
Phone Number: 858-724-6040

Firm Compensation Arrangements

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Fee Only
Firm

This firm has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements

Compensation Arrangement Chart