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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Weinberger Asset Management 5 years, 2 months Jul 2014 - Present
Houlihan Lokey Capital, Inc. 11 months Jul 2013 - Jun 2014
University of Southern California 1 year, 10 months Jul 2011 - May 2013
Hall Capital Partners LLC 3 years, 1 month Mar 2008 - Apr 2011

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Alexander Weinberger

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 8, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Sep 8, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Weinberger Asset Management, Inc

Last updated on April 2, 2019
    • $119.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 224
      Accounts
    • $533.6K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges