WCM INVESTMENT MANAGEMENT

281 Brooks Street
Laguna Beach, California 92651-2974
Tel: 949-380-0200

About WCM INVESTMENT MANAGEMENT

WCM INVESTMENT MANAGEMENT, formally registered with the SEC as WCM INVESTMENT MANAGEMENT. The firm was established in 08/12/1976. They have over 5 offices throughout the country.

WCM INVESTMENT MANAGEMENT is a Laguna Beach, California based Financial Planning firm with nearly $66,610,357,250 assets under management, offering retirement planning & investment advisory services to 5954 clients. The firm is staffed with 93 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104702
SEC#	801-11916
Assets Managed by Firm	$66,610,357,250
No. of Clients	5954
No. of Advisors	93

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (PROVIDE MODEL PORTFOLIO RECOMMENDATIONS TO OTHER INVESTMENT ADVISERS)

Firm Client Information

	No. of Clients	AUM
Firm Total	5954	$66,610,357,250
Individuals (other than high net worth individuals)	3757	$1,564,236,321
High net worth individuals	1255	$4,106,369,752
Pension and profit sharing plans	104	$5,563,942,180
Charitable organizations	259	$2,115,373,053
Corporations or other businesses	374	$4,616,797,310

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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