Wcm Investment Management
Wcm Investment Management (CRD# 104702) is a financial advisory firm headquartered in Laguna Beach, CA. They manage $14,042,011,135 in 3,039 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management14,042MILLION
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Total Number of Accounts3,039ACCOUNTS
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Average Account Value$4,620,603
- A percentage of assets under your management
- Performance-based fees
- 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
- Other
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
Kurt Winrich (CRD# 2128635) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 27 years of experience in the finance industry.
Paul Black (CRD# 2513132) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 23 years of experience in the finance industry.
David Brewer (CRD# 2513133) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 6 years of experience in the finance industry.
Patrick Daniels (CRD# 2198096) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 6 years of experience in the finance industry.
John Karl (CRD# 1335803) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 8 years of experience in the finance industry.
Don Kuo (CRD# 3265027) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 18 years of experience in the finance industry.
John Macarthur (CRD# 1904282) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 26 years of experience in the finance industry.
William Orke (CRD# 1052851) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 6 years of experience in the finance industry.
James Owens (CRD# 2182357) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 6 years of experience in the finance industry.
Sloane Payne (CRD# 2747251) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 6 years of experience in the finance industry.