Weisberg & Fields Inc is an adviser based in Dallas. It manages $161.68 million of regulatory assets for 235 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Tennessee and Texas.
Weisberg & Fields 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.
The assets under management (AUM) of Weisberg & Fields Inc is $161.68 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Weisberg & Fields Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Michael Kane has been acting as President since 1 Jan 1998. Leo Fields joined the executive team most recently as the Co Chairman.
The principal office where Weisberg & Fields Inc performs its advisory services is located at 8750 North Central Expwy, Dallas, TX 75231, 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 214-373-1666 or by fax 214-373-1667. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.