Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > el segundo > CALMWATER CAPITAL
CALMWATER CAPITAL
507 S Douglas St, 2nd Floor
El Segundo, California 90245
Tel: 310-806-9770
About CALMWATER CAPITAL
CALMWATER CAPITAL, formally registered with the SEC as CALMWATER CAPITAL. The firm was established in 01/25/2017. They have over 3 offices throughout the country.
CALMWATER CAPITAL is a El Segundo, California based Financial Planning firm with nearly $1,132,879,430 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282617 |
| SEC# | 801-109004 |
| Assets Managed by Firm | $1,132,879,430 |
| No. of Clients | 7 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 7 | $1,132,879,430 |
More Retirement Planning firms in El Segundo, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in El Segundo, California