WEISS FINANCIAL GROUP LLC
SEC file number 801-72871
· MAHOPAC, NY
https://weissratings.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$67.7M
Discretionary AUM
$64.7M
Employees
2
Clients
—
Firm
- Address
- 704 ROUTE 6
MAHOPAC, NY 10541 - Phone
- —
- Website
- https://weissratings.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
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- PCB Financial, Inc Medium name-match confidence · CIK 2002066 · CA
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