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Weinstat And Weinstat Cpa's Ria's (Roslyn Heights)


Weinstat And Weinstat Cpa's Ria's is an adviser based in Roslyn Heights. It manages $29.5 million of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of New York.

Weinstat And Weinstat Cpa's Ria's provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Weinstat And Weinstat Cpa's Ria's: assets under management

The assets under management (AUM) of Weinstat And Weinstat Cpa's Ria's is $29.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $29.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.13 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Weinstat And Weinstat Cpa's Ria's for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Roslyn Heights

The principal office where Weinstat And Weinstat Cpa's Ria's performs its advisory services is located at 1 Expressway Plaza Suite 112, Roslyn Heights, NY 11577, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 516-621-3507 or by fax 516-621-3507. The normal business hours are 8-5 on Monday - Friday.


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