IWC ASSET MANAGEMENT LLC
RIASEC RegisteredEst. 2017
Total AUM
$92.1M
Discretionary
$85.2M
93% of AUM
Avg account
$575K
Accounts
160
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 286445
- Registered since
- January 11, 2017
- Custodians
- TD AMERITRADE, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.28%
- Individuals10.29%
- Pension & Profit Sharing Plans7.43%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Iwc Asset Management LLC is a limited liability company that has been registered with the SEC since 2017. The firm primarily serves individual and family clients, offering portfolio management and pension consulting services. Iwc Asset Management operates under a fee structure based on a percentage of assets under management. The firm does not classify itself as a capital allocator and does not engage in ESG investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Public Funds/Mutual Funds18%
- Cash & Cash Equivalents11%
- Investment Grade Corp Bonds6%
- US Government Bonds3%
Contacts
1 of 1MICHAEL LAMBRECHT
Wealth ManagerCRD 1846927
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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