WEISS FINANCIAL GROUP LLC
Investment Advice|MAHOPAC, NY|Active
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$76.2M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 75.3M |
| Non-Discretionary | 856K |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 159331 |
| SEC Number | 801-72871 |
| Street Address | 704 ROUTE 6 |
| Location | MAHOPAC, NY 10541 |
| Country | United States |
| Phone | 845-621-4700 |
| Total Employees | 2 |
Client Count by Type (110 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 83 |
| High Net Worth Individual… | 22 |
| Pension/Profit Sharing Pl… | 4 |
| Corporations/Businesses | 1 |
Community Partners
COUNTY OF PUTNAM
TOWN OF CARMEL
TOWN OF KENT
TOWN OF PATTERSON
TOWN OF PHILIPSTOWN
TOWN OF PUTNAM VALLEY
TOWN OF SOUTHEAST
VILLAGE OF BREWSTER
VILLAGE OF NELSONVILLE
COUNTY OF PUTNAM
TOWN OF CARMEL
TOWN OF KENT
TOWN OF PATTERSON
TOWN OF PHILIPSTOWN
TOWN OF PUTNAM VALLEY
TOWN OF SOUTHEAST
VILLAGE OF BREWSTER
VILLAGE OF NELSONVILLE
COUNTY OF PUTNAM
TOWN OF CARMEL
TOWN OF KENT
TOWN OF PATTERSON
TOWN OF PHILIPSTOWN
TOWN OF PUTNAM VALLEY
TOWN OF SOUTHEAST
VILLAGE OF BREWSTER
VILLAGE OF NELSONVILLE
Municipal Government
9 Active
9
Organizations
BREWSTER SOUTHEAST JOINT FIRE DISTRICT
CARMEL FIRE DISTRICT
GARRISON FIRE DISTRICT
KENT FIRE DISTRICT 1
MAHOPAC LIBRARY
PHILLIPSTOWN-NORTH HIGHLANDS FIRE DISTRICT
REED MEMORIAL LIBRARY
BREWSTER SOUTHEAST JOINT FIRE DISTRICT
CARMEL FIRE DISTRICT
GARRISON FIRE DISTRICT
KENT FIRE DISTRICT 1
MAHOPAC LIBRARY
PHILLIPSTOWN-NORTH HIGHLANDS FIRE DISTRICT
REED MEMORIAL LIBRARY
BREWSTER SOUTHEAST JOINT FIRE DISTRICT
CARMEL FIRE DISTRICT
GARRISON FIRE DISTRICT
KENT FIRE DISTRICT 1
MAHOPAC LIBRARY
PHILLIPSTOWN-NORTH HIGHLANDS FIRE DISTRICT
REED MEMORIAL LIBRARY
Special District
7 Active
7
Organizations
BREWSTER CENTRAL SCHOOL DIST
CARMEL CENTRAL SCHOOL DISTRICT
GARRISON U F SCH DIST
GARRISON UNION FREE SCHOOL DISTRICT
HALDANE CENTRAL SCHOOL DIST OF PHILIPSTOWN
MAHOPAC CENTRAL SCH DIST
PUTNAM VALLEY CTL SCHOOL DIST
BREWSTER CENTRAL SCHOOL DIST
CARMEL CENTRAL SCHOOL DISTRICT
GARRISON U F SCH DIST
GARRISON UNION FREE SCHOOL DISTRICT
HALDANE CENTRAL SCHOOL DIST OF PHILIPSTOWN
MAHOPAC CENTRAL SCH DIST
PUTNAM VALLEY CTL SCHOOL DIST
BREWSTER CENTRAL SCHOOL DIST
CARMEL CENTRAL SCHOOL DISTRICT
GARRISON U F SCH DIST
GARRISON UNION FREE SCHOOL DISTRICT
HALDANE CENTRAL SCHOOL DIST OF PHILIPSTOWN
MAHOPAC CENTRAL SCH DIST
PUTNAM VALLEY CTL SCHOOL DIST
School District
7 Active
7
Organizations
11th Airborne Division Reunion Association
536 Club Inc
6318 ASSOCIATES INC
ABCMA
ACTASIA INC
AGAPE PROJECT NY INC
AL DUARTE JR MEMORIAL FOUNDATION
Alice Curtis Desmond and Hamilton Fish
ALLIANCE FOR RESPONSE NEW YORK CITY CORP
ALTERNATIVE CARES LLC
AMERICA LEGION
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
American Federation of Teachers - Carmel Teachers
AMERICAN FRIENDS OF CREATIVA CAMINO
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION
11th Airborne Division Reunion Association
536 Club Inc
6318 ASSOCIATES INC
ABCMA
ACTASIA INC
AGAPE PROJECT NY INC
AL DUARTE JR MEMORIAL FOUNDATION
Alice Curtis Desmond and Hamilton Fish
ALLIANCE FOR RESPONSE NEW YORK CITY CORP
ALTERNATIVE CARES LLC
AMERICA LEGION
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
American Federation of Teachers - Carmel Teachers
AMERICAN FRIENDS OF CREATIVA CAMINO
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION
11th Airborne Division Reunion Association
536 Club Inc
6318 ASSOCIATES INC
ABCMA
ACTASIA INC
AGAPE PROJECT NY INC
AL DUARTE JR MEMORIAL FOUNDATION
Alice Curtis Desmond and Hamilton Fish
ALLIANCE FOR RESPONSE NEW YORK CITY CORP
ALTERNATIVE CARES LLC
AMERICA LEGION
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
American Federation of Teachers - Carmel Teachers
AMERICAN FRIENDS OF CREATIVA CAMINO
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION
Nonprofit Organization
583 Active
583
Organizations
Community Partners73 organizations
VILLAGE OF BREWSTER
Municipal Government·BREWSTER
BREWSTER SOUTHEAST JOINT FIRE DISTRICT
Special District·BREWSTER
KENT FIRE DISTRICT 1
Special District·CARMEL
PHILLIPSTOWN-NORTH HIGHLANDS FIRE DISTRICT
Special District·COLD SPRING
REED MEMORIAL LIBRARY
Special District·CARMEL
11th Airborne Division Reunion Association
Nonprofit Organization·Mahopac
536 Club Inc
Nonprofit Organization·Cold Spring
6318 ASSOCIATES INC
Nonprofit Organization·CARMEL
ABCMA
Nonprofit Organization·PUTNAM VALLEY
ACTASIA INC
Nonprofit Organization·BREWSTER
AGAPE PROJECT NY INC
Nonprofit Organization·Brewster
AL DUARTE JR MEMORIAL FOUNDATION
Nonprofit Organization·PUTNAM VALLEY
Alice Curtis Desmond and Hamilton Fish
Nonprofit Organization·Garrison
ALLIANCE FOR RESPONSE NEW YORK CITY CORP
Nonprofit Organization·Cold Spring
ALTERNATIVE CARES LLC
Nonprofit Organization·Mahopac
AMERICA LEGION
Nonprofit Organization·Patterson
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Cold Spring
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Garrison
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Mahopac
American Federation of Teachers - Carmel Teachers
Nonprofit Organization·Carmel
AMERICAN FRIENDS OF CREATIVA CAMINO
Nonprofit Organization·MAHOPAC
AMERICAN LEGION
Nonprofit Organization·Cold Spring
AMERICAN LEGION
Nonprofit Organization·putnam valley
AMERICAN LEGION
Nonprofit Organization·Mahopac
AMERICAN LEGION
Nonprofit Organization·Carmel
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Mahopac
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Mahopac
AMERICAN LEGION PUTNAM COUNTY
Nonprofit Organization·BREWSTER
ANIMAL RESCUE ARK INC
Nonprofit Organization·Patterson
ANTON BOISEN FUND FOR THE ADVANCEMENT OF CARE & COUNSELING M
Nonprofit Organization·Putnam Valley
APOLLO ARTS INITIATIVE FOUNDATION
Nonprofit Organization·Carmel
ARGONNE POST 71
Nonprofit Organization·BREWSTER
ARS ANTIQUA INC
Nonprofit Organization·PATTERSON
ARTSMART WORLD FOUNDATION INC
Nonprofit Organization·Brewster
ARTS ON THE LAKE INC
Nonprofit Organization·CARMEL
ARUBA FLIGHT VOLUNTEERS INC
Nonprofit Organization·Putnam Valley
ASSOCIATION OF MAHOPAC ADMINISTRATORS WELFARE PLAN AND
Nonprofit Organization·MAHOPAC
AUSTIN ROAD ELEMENTARY SCHOOL PTO
Nonprofit Organization·MAHOPAC
AUXILIARY POLICE BENEVOLENT ASSN OF THE CITY OF NEW YORK INC
Nonprofit Organization·brewster
AVANT MEDIA PERFORMANCE INC
Nonprofit Organization·Garrison
BARBARA MASTRANGELO SCHOLARSHIP TR
Nonprofit Organization·CARMEL
BARRETT LENDING CORPORATION
Nonprofit Organization·Carmel
Benevolent & Protective Order of Elks
Nonprofit Organization·Brewster
BEVERLY HILLS CEMETERY CORPORATION
Nonprofit Organization·PUTNAM VALLEY
BHS NJROTC BOOSTER CLUB INC
Nonprofit Organization·Brewster
BHUTAN MINDFULNESS CENTER INC
Nonprofit Organization·GARRISON
Birdies and Bogeys for Bob Inc
Nonprofit Organization·Mahopac
BLUE DEVIL BOOSTER CLUB INC
Nonprofit Organization·COLD SPRING
BLUE STAR MOTHERS OF AMERICA INC
Nonprofit Organization·Brewster
BLUE VESSEL INC
Nonprofit Organization·Cold Spring
BOSCOBEL RESTORATION INC
Nonprofit Organization·GARRISON
BREWSTER BASEBALL CREW
Nonprofit Organization·Brewster
BREWSTER CARES INC
Nonprofit Organization·BREWSTER
BREWSTER CHAMBER OF COMMERCE
Nonprofit Organization·BREWSTER
BREWSTER COMMUNITY FOOD PANTRY INC
Nonprofit Organization·BREWSTER