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).
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Total Assets Under Management42,672MILLION
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Total Number of Accounts9,009ACCOUNTS
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Average Account Value$4,736,652
- 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, WY
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.