Wiener, Bruce Michael is a large advisory firm based in Potomac. It manages $104.51 million of regulatory assets for 304 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Maryland, Texas, and Virginia.
Wiener, Bruce Michael provides financial planning services, portfolio management for individuals and small businesses, and church account. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wiener, Bruce Michael is $104.51 million. The firm's AUM has grown by 263% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wiener, Bruce Michael for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Wiener, Bruce Michael is individuals with 128 clients and $92.28 million of assets under management. Among the 9 most similar advisory firms, Wiener, Bruce Michael has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $104.51 million for 132 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Wiener, Bruce Michael doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Wiener, Bruce Michael performs its advisory services is located at 12276 Greenleaf Avenue, Potomac, MD 20854, 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 301-762-0030 or by fax 301-762-2848. The normal business hours are 9:00 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at facebook.com/wiener-financial-management-77107633146/.