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CW Investment Advisers, LLC

Headquartered in LOS ANGELES, CA

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Firm Information

CW Investment Advisers, LLC, based in Los Angeles, California, is an investment adviser that manages approximately $685,529,031 in client assets. The firm provides portfolio management services for individuals, businesses, and pooled investment vehicles. They primarily serve high-net-worth individuals, corporations, and pooled investment vehicles, with a minimum investment requirement of $300,000. They have been registered with the SEC since 2016 and are also registered with the state of California.

CW Investment Advisers, LLC

333 SOUTH HOPE STREET

LOS ANGELES, CA 90071-3034

$685.53M

Assets Under Management

Not reported

Total Clients

Not reported

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Asset level fees

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Disclosures

There are no public disclosures for CW Investment Advisers, LLC.

Frequently Asked Questions (7)

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