Kerwin Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 145906
- Website
- www.kerwinam.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals83.83%
- HNWI13.71%
- Charitable Organizations2.46%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Kerwin Asset Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC that manages client portfolios on a fee (percentage of AUM) basis. The firm acts as a capital allocator and provides financial planning, discretionary portfolio management for individuals, small businesses and institutions, and manager selection services. Kerwin does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser in the available data.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds86%
- Exchange Traded Equities12%
- Cash & Cash Equivalents2%
Contacts
1 of 1
David Kerwin
PresidentCRD 1415347
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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