Wcm Investment Management

Wcm Investment Management (CRD# 104702) is a financial advisory firm headquartered in Laguna Beach, CA. They manage $42,672,496,433 in 9,009 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    42,672
    MILLION
  • Total Number of Accounts
    9,009
    ACCOUNTS
  • Average Account Value
    $4,736,652
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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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, WY

Financial Advisors at Wcm Investment Management
Showing 1 - 10 of 11 top financial advisors.
1
Paul R. Black
CRD#: 2513132
281 Brooks Street, Laguna Beach, CA 92651

Paul Black (CRD# 2513132) 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.

2
David A. Brewer
CRD#: 2513133
281 Brooks Street, Laguna Beach, CA 92651

David Brewer (CRD# 2513133) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 9 years of experience in the finance industry.

3
Patrick D. Daniels
CRD#: 2198096
281 Brooks Street, Laguna Beach, CA 92651

Patrick Daniels (CRD# 2198096) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 9 years of experience in the finance industry.

4
Jonathon M. Detter
CRD#: 5307765
3825 Edwards Rd., Suite 620, Cincinnati, OH 45209

Jonathon Detter (CRD# 5307765) is an Investment Advisor Representative working at Wcm Investment Management in Cincinnati, OH and has 1 year of experience in the finance industry.

5
Chad E. Hoffman
CRD#: 3082851
7800 Forsyth Blvd., Suite 150, Clayton, MO 63105

Chad Hoffman (CRD# 3082851) is an Investment Advisor Representative working at Wcm Investment Management in Clayton, MO and has over 21 years of experience in the finance industry.

6
John G. Karl
CRD#: 1335803
281 Brooks Street, Laguna Beach, CA 92651

John Karl (CRD# 1335803) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 11 years of experience in the finance industry.

7
Don K. Kuo
CRD#: 3265027
281 Brooks Street, Laguna Beach, CA 92651

Don Kuo (CRD# 3265027) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 21 years of experience in the finance industry.

8
John M. Macarthur
CRD#: 1904282
281 Brooks Street, Laguna Beach, CA 92651

John Macarthur (CRD# 1904282) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 28 years of experience in the finance industry.

9
William E. Orke
CRD#: 1052851
281 Brooks Street, Laguna Beach, CA 92651

William Orke (CRD# 1052851) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 9 years of experience in the finance industry.

10
Sloane W. Payne
CRD#: 2747251
281 Brooks Street, Laguna Beach, CA 92651

Sloane Payne (CRD# 2747251) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 9 years of experience in the finance industry.

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