WEAVER CONSULTING GROUP, LLC

101 Main Street
Suite 220
Huntington Beach, California 92648
Tel: (714)536-4065

About WEAVER CONSULTING GROUP, LLC

WEAVER CONSULTING GROUP, LLC, formally registered with the SEC as WEAVER CONSULTING GROUP, LLC. The firm was established in 05/12/2017. They have over 1 offices throughout the country.

WEAVER CONSULTING GROUP, LLC is a Huntington Beach, California based Financial Planning firm with nearly $775,404,545 assets under management, offering retirement planning & investment advisory services to 2382 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	287895
SEC#	801-110466
Assets Managed by Firm	$775,404,545
No. of Clients	2382
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees
Other (PENSION CONSULTING)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	2382	$775,404,545
Individuals (other than high net worth individuals)	652	$166,727,266
High net worth individuals	348	$580,829,579
Pension and profit sharing plans	6	$5,713,062
Corporations or other businesses	17	$22,134,638

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