Michael
Weaver

North Capital

CRD#4839552
Investment Advisor
in West Orange, NJ

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About this Advisor

Michael Weaver is a financial advisor based in West Orange, New Jersey, working with North Capital. Michael has previously held positions at Mkp Capital and North Capital Private Securities. Michael has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Utah. Currently, Michael is part of North Capital, which operates out of West Orange, New Jersey. The firm has 1 office and 8 employees. The firm manages assets totaling $251.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at North Capital includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

West Orange, NJ

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North Capital Brokerage Details

Total Assets Under Management

$251,713,685

NJ Average: $693,624,108
Total Number of Employees

8

NJ Average: 12
Total Number of Accounts

576

NJ Average: 1,115
Average Account Size

$437,003

NJ Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other

Michael Weaver Work History

2015 - Present (9 years)

North Capital Private Securities

2014 - 2014 (< 1 year)

Mkp Capital

Disclosures

Please visit the SEC profile of Michael Weaver to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at North Capital

Michael Weaver
West Orange, NJ
John Figge
Midvale, UT
Richard Nelson
Midvale, UT
Bailee Tate
Midvale, UT
Paul Bowers
Saint Simons Island, GA
Joseph Anderson
Midvale, UT
James Dowd
Midvale, UT
James Celico
Barrington, RI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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