Wcm Investment Management
Wcm Investment Management (CRD# 104702) is a financial advisory firm headquartered in Laguna Beach, CA. They manage $66,610,357,250 in 5,954 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management66,610MILLION
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Total Number of Accounts5,954ACCOUNTS
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Average Account Value$11,187,497
- 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
Aaron Reed (CRD# 2189934) is an Investment Advisor Representative working at Wcm Investment Management in Cincinnati, OH and has over 32 years of experience in the finance industry.
Trace Thurlby (CRD# 3128947) is an Investment Advisor Representative working at Wcm Investment Management in Overland Park, KS and has 1 year of experience in the finance industry.