WEINAND FINANCIAL, INC.
CRD #328590 SEC #801-129080 LACEY, WA 360-459-4847
SEC Registered
Total AUM
$504.5M
Discretionary
$498.7M
Employees
5
Clients
251
Accounts
1,967
Firm Details
- Organization Type
- Corporation
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WEINAND, MICHAEL, GEORGE | I | PRESIDENT; CHIEF COMPLIANCE OFFICER | E | Control |
| WEINAND, MICHAEL, GEORGE | I | PRESIDENT; CHIEF COMPLIANCE OFFICER | E | Control |
| WEINAND, MICHAEL, GEORGE | I | PRESIDENT; CHIEF COMPLIANCE OFFICER | E | Control |
| WEINAND, MICHAEL, GEORGE | I | PRESIDENT; CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (8)
AZ CA FL ID MT OR TX WA
Address
8120 FREEDOM LANE NESTE 101
LACEY, WA 98516-4704
United States
Phone: 360-459-4847