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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on Aug. 23, 2019
    • $254.9M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 209
      Accounts
    • $1.2M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

6

name start date
Abhishek Amatya
February 2014
Kenneth Wesley Weik
October 2018
Sarah Catherine Sculley
January 2007
Robert Cornelius Kline
February 1991
Thomas Wilbur Weik
February 1991

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Thomas Wilbur Weik President, Chief Investment Officer, Sole Director July, 1987 75% or more
    Sarah Catherine Sculley Chief Compliance Officer May, 2014 less than 5%
    Warren Wilbur Weik Vice President Portfolio Management January, 2018 less than 5%
    Kenneth Wesley Weik Secretary, Treasurer August, 2019 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets