MW INVESTMENT STRATEGY

4370 Town Center Blvd.
Suite 220
El Dorado Hills, California 95762
Tel: (916) 608-4284

About MW INVESTMENT STRATEGY

MW INVESTMENT STRATEGY, formally registered with the SEC as MW INVESTMENT STRATEGY. The firm was established in 03/20/2018. They have over 1 offices throughout the country.

MW INVESTMENT STRATEGY is a El Dorado Hills, California based Financial Planning firm with nearly $43,521,683 assets under management, offering retirement planning & investment advisory services to 54 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	118433
SEC#	801-112626
Assets Managed by Firm	$43,521,683
No. of Clients	54
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	54	$43,521,683
High net worth individuals	35	$43,280,307
Pension and profit sharing plans	Fewer than 5 clients	$241,376

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