Allocator Index · CRD 27346
WEITZEL FINANCIAL SERVICES, INC.
Dubuque, IA · 563-583-6020 · weitzelfinancial.com
Fit score
50
- aum $250M-$3.0B+22
- hnw>=200+20
- employees 3-60+8
HNW clients
303
Other individuals
831
HNW assets
$185.1M
Total AUM
$327.8M
Employees
4
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.