IWC ASSET MANAGEMENT LLC
  • IWC ASSET MANAGEMENT LLC

Adviser Profile

As of Date 01/24/2023
Registration SEC, Approved, 01/11/2017
Contact Info 925 xxxxxxx
Websites
AUM* 92,074,955
of that, discretionary 85,230,859 -19%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 575,468 -16%
% High Net Worth 47.37% -1%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

105M 90M 75M 60M 45M 30M 15M
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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