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RIA · CRD 123284State-Registered Investment Adviser

Updated:

Weil Enterprises

Weil Enterprises, Inc. is a state-registered investment adviser with approximately $40 million in regulatory assets under management. The firm has 2...

Overview

Weil Enterprises, Inc. is a state-registered investment adviser with approximately $40 million in regulatory assets under management. The firm has 2 employees and 1 investment adviser. It operates with a small team.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Principals

Maxine Frankel Weil

President

Robert Weil

Vice President

Sector focus

Real Estate

Frequently asked questions

What does Weil Enterprises invest in?

Weil Enterprises invests almost exclusively in retail real estate, specifically grocery-anchored and necessity-based neighborhood and community shopping centers. The portfolio is concentrated in secondary and tertiary markets across Alabama, Georgia, and the Florida Panhandle. The firm does not pursue venture capital, private equity, hedge fund allocations, or ground-up development.

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