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Anweiler Financial Management
Anweiler Financial Management, LLC is a state-registered investment adviser in New Haven, IN. The firm manages approximately $51 million in regulatory assets.
Overview
Anweiler Financial Management, LLC is a state-registered investment adviser in New Haven, IN. The firm manages approximately $51 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Frequently asked questions
What regulatory status does Anweiler Financial Management hold?
Anweiler Financial Management is registered as an investment advisor with the SEC, meaning it files Form ADV annually and is subject to fiduciary standards. This registration imposes disclosure requirements for AUM, fees, and disciplinary history.
What services does Anweiler Financial Management offer?
The firm provides financial planning and portfolio management, including asset allocation, security selection, and performance monitoring. It serves individuals, families, and institutions.
What geographic area does Anweiler Financial Management serve?
The firm primarily serves US-based clients. No offices outside the United States are publicly known.
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