WESTON ASSET MANAGEMENT INC
CRD #107040 SEC #801-35216 PHOENIX, AZ 602-553-0400
SEC Registered
Total AUM
$162M
Discretionary
$160.9M
Employees
5
Clients
--
Accounts
175
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 6, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BJORN, ROBERT, LOUIS | I | SENIOR VICE PRESIDENT | NA | Control |
| BJORN, ROBERT, LOUIS | I | SENIOR VICE PRESIDENT | NA | Control |
| DOHERTY, DAWN, MARION | I | TREASURER | NA | Control |
| DOHERTY, DAWN, MARION | I | TREASURER | NA | Control |
| SCHLOTT, JAY, ALAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SCHLOTT, JAY, ALAN | I | PRESIDENT | E | Control |
Registrations
Federal
IA
May 6, 2002 REGISTERED
Notice Filings (10)
AZ CA FL MA ME MI PA SC TX VA
Address
5080 N 40TH STSUITE 265
PHOENIX, AZ 85018
USA
Phone: 602-553-0400