Be advised. This firm is no longer registered.

Metropolitan West Capital Management, LLC

Metropolitan West Capital Management, LLC (CRD# 107469) is a financial advisory firm headquartered in Newport Beach, CA. They manage $8,408,372,715 in 245 accounts and serve the financial needs of clients across 52 states (or territories).

Current Firm Details
610 Newport Center Dr, Suite 1000, Newport Beach, CA 92660
By the Numbers
  • Total Assets Under Management
    8,408
    MILLION
  • Total Number of Accounts
    245
    ACCOUNTS
  • Average Account Value
    $34,319,889
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Metropolitan West Capital Management, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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