Weitzel Financial Services is an investment advisor in Dubuque with $209.21 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
420949102
SEC advisor number
801-118164
FINRA CRD number
27346
AUM ?
$238.56 mm
(as of 27 Mar 24)
Accounts
1,518
(as of 27 Mar 24)
Employees
3
(3 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Apr 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Jul 23
13F-HR
Quarterly holdings report by institutional manager
5 Apr 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
21 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR
Quarterly holdings report by institutional manager
7 Apr 22
13F-HR
Quarterly holdings report by institutional manager
13 Jan 22