WEAVER CONSULTING GROUP

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Weaver Consulting Group is based out of Huntington Beach. Weaver Consulting Group is a large advisory firm with 629 clients and discretionary assets under management (AUM) of $362,473,972 (Form ADV from 2019-03-18). Their last reported 13F filing for Q1 2019 included $354,477,000 in managed 13F securities and a top 10 holdings concentration of 36.57%. Weaver Consulting Group's largest holding is PIMCO DEVELOPING LOCAL MARKETS FUND INSTITUTIONAL with shares held of 2,450,671. Whalewisdom has at least 1 13F filings

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03/31/2019

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03/31/2019

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

WEAVER CONSULTING GROUP, LLC
101 MAIN STREET SUITE 220
HUNTINGTON BEACH CA    92648
Country: United States

Business Phone: (714)536-4065
Fax: (714)536-2243
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,PENSION CONSULTING
Amount of client funds and securities:
Total Number of Clients: 629
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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