Overview
Assets Under Management: $715 million
Headquarters: LAS CRUCES, NM
High-Net-Worth Clients: 217
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 217
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.78
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,945
Discretionary Accounts: 1,942
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 106802
Last Filing Date: 2025-02-25 00:00:00
Website: https://ww-capital.com