Richard Weisberg Financial Advisors, Inc. is a large advisory firm based in Deerfield. It manages $107.46 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Illinois, New York, Ohio, and Oregon.
Richard Weisberg Financial Advisors provides portfolio management for individuals and small businesses and pension consulting services. 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 Richard Weisberg Financial Advisors, Inc. is $107.46 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Richard Weisberg Financial Advisors, 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.
The principal office where Richard Weisberg Financial Advisors, Inc. performs its advisory services is located at 448 Brierhill Road, Deerfield, IL 60015, 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 847-948-9051 or by fax 847-948-9066. The normal business hours are 9-5 on Monday - Friday.