Weisberg & Fields Inc (Dallas)

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.

Weisberg & Fields: assets under management

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 firm manages $161.68 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $688 thousand each.

Fees & Commissions

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. 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 Weisberg & Fields Inc

Michael Kane has been acting as President since 1 Jan 1998. Leo Fields joined the executive team most recently as the Co Chairman.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Leo Fields	Co-chairman	1 Jan 1998	25% - 50%	2307726
Alex Francis Weisberg	Co-chairman	1 Jan 1998	25% - 50%	1183406
Michael Kane	President	1 Jan 1998	Other	2209273
Michael Harry Kane	President	1 Jan 1998	Other	2209273

Based in Dallas

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.