Mw Investment Strategy
Mw Investment Strategy (CRD# 118433) is a financial advisory firm headquartered in El Dorado Hills, CA. They manage $43,521,683 in 54 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management44MILLION
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Total Number of Accounts54ACCOUNTS
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Average Account Value$805,957
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Mw Investment Strategy
1
Martin Weil (CRD# 2888494) is an Investment Advisor Representative working at Mw Investment Strategy in Sonoma, CA and has 1 year of experience in the finance industry.
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