Overview
Assets Under Management: $360 million
Headquarters: LOUISVILLE, KY
High-Net-Worth Clients: 78
Average Client Assets: $2.8 million
Frequently Asked Questions
MWM ADVISORY 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 #166411), MWM ADVISORY is subject to fiduciary duty under federal law.
MWM ADVISORY is headquartered in LOUISVILLE, KY.
MWM ADVISORY serves 78 high-net-worth clients according to their SEC filing dated October 02, 2018. View client details ↓
According to their SEC Form ADV, MWM ADVISORY offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
MWM ADVISORY manages $360 million in client assets according to their SEC filing dated October 02, 2018.
According to their SEC Form ADV, MWM ADVISORY serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 78
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.13%
Average Client Assets: $2.8 million
Total Client Accounts: 966
Discretionary Accounts: 66
Non-Discretionary Accounts: 900
Regulatory Filings
CRD Number: 166411
Filing ID: 1226281
Last Filing Date: 2018-10-02 17:18:00