Weatherly Asset Management LP
Legal Name: WEATHERLY ASSET MANAGEMENT LP
Full Contact Details
Weatherly Asset Management LP
832 CAMINO DEL MAR, SUITE 4, DEL MAR, CA
858-259-4507
858-259-0782
Other Info
Weatherly Asset Management LP, legally known as WEATHERLY ASSET MANAGEMENT LP, is a California-based Limited Partnership with 12 employees, of which 7 operate in advisory roles. The firm has 369 clients and was last reported by the SEC as Approved, with registration dating back to Jan 10, 1995.
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Weatherly Asset Management | San Diego
Home About Us Our Team Culture and Community In the News Quarterly Letters ADV, Compliance & Disclosures Services Our Approach Customized, Tax-efficient Portfolios Financial, Family, and Business Planning Philanthropic Strategies Wealth & Estate Guidance Client Dialog and Education Resources Researc…
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Direct Owners
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CAROLYN PERSON TAYLOR
LIMITED PARTNER, CHIEF COMPLIANCE OFFICER owns 75% or more
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WEATHERLY ASSET MANAGEMENT, INC.
GENERAL PARTNER owns less than 5%
Indirect Owners
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CAROLYN PERSON TAYLOR
PRESIDENT owns 75% or more