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
4370 Town Center Blvd., Suite 220, El Dorado Hills, CA 95762
https://vanhulzenadvisors.com/
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Mw Investment Strategy
Showing 1 - 1 of 1 top financial advisors.
1
Martin Weil, financial advisor Sonoma CA
Martin J. Weil
CRD#: 2888494
Sonoma, CA

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.

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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