Weick & Associates, Inc. (Romeo)

Weick & Associates, Inc. is an adviser based in Romeo. It manages $40.15 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Michigan.

Weick & Associates provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Weick & Associates: assets under management

The assets under management (AUM) of Weick & Associates, Inc. is $40.15 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $40.15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.23 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Weick & Associates, Inc. for their services and products based on a percentage of assets under management. 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 Weick & Associates, Inc.

Edward Bruce Weick has been acting as President since 1 Nov 1988. Tracy Marie Weick joined the executive team most recently as the Executive Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Edward Bruce Weick	President	1 Nov 1988	50% - 75%	461464
Tracy Marie Weick	Executive vice-president	1 Oct 1991	50% - 75%	4350350

Based in Romeo

The principal office where Weick & Associates, Inc. performs its advisory services is located at 8800 Pippen Road, Romeo, MI 48065, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.