Managing Partner · Christopher Weil & Co Inc
Danny Cung
CRD 4854055 · Named on Form ADV at one SEC-registered adviser
At a glance
Christopher Weil & Co Inc, an SEC-registered wealth manager based in SAN Diego, CA with $896 million in regulatory assets, lists Danny Cung on its Form ADV as Managing Partner, a control person.
Firms and roles
- Christopher Weil & Co IncManaging PartnerWealth manager · SAN Diego, CA · $896M in regulatory assets
AtlasMembers
Danny’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Laura T. SwordChief Financial Officer, Chief Compliance Officer, Christopher Weil & Co Inc
- Jonathan W. StraussManaging Partner, Christopher Weil & Co Inc
- Catalina N. Cherny-SantosManaging Partner, Christopher Weil & Co Inc
- Robert M. GaanChief Investor Relations Officer, Christopher Weil & Co Inc
- Michael J. HubbertChief Investment Officer, Christopher Weil & Co Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Danny’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.