Updated:
Arnold Weitz & Co.
Arnold Weitz & Co. is an SEC-registered investment adviser in Elkhorn, NE, registered since 2009. The firm manages $438 million in assets, including $165...
Overview
Arnold Weitz & Co. is an SEC-registered investment adviser in Elkhorn, NE, registered since 2009. The firm manages $438 million in assets, including $165 million on a discretionary basis. It employs 2 people, with 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Location
Region
North America
Country
United States
City
Elkhorn
Corporate office
Elkhorn, NE, United States
Sector focus
Frequently asked questions
What is the firm's succession plan?
Raymond James offers a formal succession and acquisition program for its affiliated practices, including lending to internal successors and a valuation framework that facilitates equity transitions from senior to junior advisors. Practices in the network commonly use this infrastructure rather than selling to outside consolidators, though Arnold Weitz & Co.'s specific plan is not public.
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