STWD INVESTMENT MANAGEMENT, LLC

2340 Collins Avenue
Suite 700
Miami Beach, Florida 33139
Tel: 305.695.5500

About STWD INVESTMENT MANAGEMENT, LLC

STWD INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as STWD INVESTMENT MANAGEMENT, LLC. The firm was established in 08/14/2019. They have over 8 offices throughout the country.

STWD INVESTMENT MANAGEMENT, LLC is a Miami Beach, Florida based Financial Planning firm with nearly $4,731,375,386 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 129 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288615
SEC#	801-117203
Assets Managed by Firm	$4,731,375,386
No. of Clients	8
No. of Advisors	129

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	8	$4,731,375,386

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