William CramsieCRD Number: 6510592
Current Firm: Manhattan West Asset Management, LLC
William Cramsie (CRD# 6510592) is an Investment Advisor Representative working at Manhattan West Asset Management, LLC in Los Angeles, CA and has over 3 years of experience in the finance industry.
Grove Point Advisors, LLC
Awm Capital, LLC
Wedbush Securities Inc.
|Manhattan West Enterprise Company LLC||Los Angeles, CA||Jul 2021 - Current||< 1|
|Forge Global Inc.||San Francisco, CA||Sep 2019 - Jun 2021||1|
|Ieq Capital, LLC||Foster City, CA||Jun 2019 - Sep 2019||< 1|
|First Republic Investment Management, Inc.||Palo Alto, CA||Jun 2017 - May 2019||1|
|Washington University In St. Louis||St. Louis, MO||Aug 2013 - May 2017||3|
|Lyons Township High School||La Grange, IL||Aug 2009 - Jun 2014||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2018|
Total Assets Under Management479MILLIONS
Total Number of Accounts221ACCOUNTS
Average Account Value$2,167,679
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, FL, NY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.