Weiss Accountancy Corp (Van Nuys)

Name: Weiss Accountancy Corp
Address: 16217 Kittridge Street, Van Nuys, CA, 91406
Telephone: 818-902-5544

Weiss Accountancy Corp is a large advisory firm based in Van Nuys. It manages $57.75 million of regulatory assets for 229 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Weiss Accountancy Corp provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Weiss Accountancy Corp: assets under management

The assets under management (AUM) of Weiss Accountancy Corp is $57.75 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $56.52 million in discretionary accounts and $1.23 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $250.1 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $408.6 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Weiss Accountancy Corp for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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 Weiss Accountancy Corp

James Scott Walker has been acting as President since 1 Feb 2001. Mitchell Roy Weiss joined the executive team most recently as the Cfo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Scott Walker	Director	1 Feb 2001	Other	4376757
Mitchell Roy Weiss	Cfo	1 Feb 2001	Other	4376758
Scott Joel Weiss	Secretary	1 Feb 2001	Other	4376759
Anthony Michael Reed	President	1 Feb 2001	50% - 75%	2532355
Louis Edward Masry	Vice-president	1 Feb 2001	Other	1886117

Based in Van Nuys

The principal office where Weiss Accountancy Corp performs its advisory services is located at 16217 Kittridge Street, Van Nuys, CA 91406, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 818-902-5544 or by fax 818-786-4271. The normal business hours are 6:30 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.minvs.com.