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Overview

Articles

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on April 21, 2017
    • $46.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 310
      Accounts
    • $150.5K
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

Advisors

Current Advisors

# of advisors

3

name start date
Richard Fred Weiss
January 2012
Keith D Weiss
January 2012
Scott G Weiss
January 2012

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Weiss, Orro & Stern -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Keith D Weiss Managing Member September, 2011 50% to 75%
      Scott G Weiss Chief Compliance Officer September, 2011 50% to 75%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees