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Home > Retirement Planners > california > el dorado hills > MW INVESTMENT STRATEGY
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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