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Robert Cornelius Kline

Weik Capital Management

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About Robert Cornelius Kline

Robert Kline is a registered investment advisor representative with Weik Capital Management, with over 20 years of experience in the financial industry. Robert has been with Weik Capital Management since April 2000 and is currently registered with the state of Pennsylvania. Robert's area of expertise includes portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Robert Kline is currently registered with Weik Capital Management. Weik Capital Management is an investment advisor based in WYOMISSING, PA. The firm manages approximately $277,644,326 in regulatory assets under management. They offer portfolio management services for businesses, individuals, and pooled investment vehicles. Weik Capital Management has a total of 6 investment advisor representatives.
Weik Capital Management

18 COMMERCE DRIVE

WYOMISSING, PA 19610-1068

$277.64M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Kline’s Registration & Firm History

PA

02/19/1991 - Present

Weik Capital Management (WYOMISSING PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Cornelius Kline.
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