RIA Intelligence

WEISBERG & FIELDS INC

CRD #105199 SEC #801-30371 DALLAS, TX 214-373-1666
SEC Registered
Total AUM
$244.5M
Discretionary
$234.2M
Employees
10
Clients
--
Accounts
236

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 29, 2007
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
FIELDS, LEOICO-CHAIRMANC Control
FIELDS, LEOICO-CHAIRMANC Control
FIELDS, LEOICO-CHAIRMANC Control
FIELDS, LEOICO-CHAIRMANC Control
FIELDS, LEOICO-CHAIRMANC Control
WEISBERG, ALEX, FRANCISICO-CHAIRMANC Control
WEISBERG, ALEX, FRANCISICO-CHAIRMANC Control
WEISBERG, ALEX, FRANCISICO-CHAIRMANC Control
WEISBERG, ALEX, FRANCISICO-CHAIRMANC Control
WEISBERG, ALEX, FRANCISICO-CHAIRMANC Control
KANE, MICHAELIPRESIDENTB Control
KANE, MICHAELIPRESIDENTB Control
KANE, MICHAEL, HARRYIPRESIDENT & CHIEF COMPLIANCE OFFICERB Control
KANE, MICHAEL, HARRYIPRESIDENT & CHIEF COMPLIANCE OFFICERB Control
KANE, MICHAEL, HARRYICHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICERB Control

Registrations

Federal

IA
Mar 29, 2007 REGISTERED

Notice Filings (2)

TN TX

Address

8750 NORTH CENTRAL EXPWY
SUITE 1010
DALLAS, TX 75231
USA
Phone: 214-373-1666