Overview
Assets Under Management: $109 million
Headquarters: PLEASANTON, CA
High-Net-Worth Clients: 53
Average Client Assets: $1.6 million
Frequently Asked Questions
IWC ASSET MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #286445), IWC ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
IWC ASSET MANAGEMENT LLC is headquartered in PLEASANTON, CA.
IWC ASSET MANAGEMENT LLC serves 53 high-net-worth clients according to their SEC filing dated March 05, 2018. View client details ↓
According to their SEC Form ADV, IWC ASSET MANAGEMENT LLC offers portfolio management for individuals. View all service details ↓
IWC ASSET MANAGEMENT LLC manages $109 million in client assets according to their SEC filing dated March 05, 2018.
According to their SEC Form ADV, IWC ASSET MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.52%
Average Client Assets: $1.6 million
Total Client Accounts: 57
Discretionary Accounts: 53
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 286445
Filing ID: 1184287
Last Filing Date: 2018-03-05 12:53:00