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Building 2IWC ASSET MANAGEMENT LLC

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Phone925-257-0785
NotebookSEC #801-108944
Total AUM
$92.1M
Employees
1
Clients
54

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
925-257-0785

ReceiptFinancials

Total AUM
$92.1M
Accounts
160
Discretionary
$85.2M
Accounts
158
Non-Discretionary
$6.8M
Accounts
2

ContactClients

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Individual Clients
26
AUM
$9.5M
HNW Individual Clients
27
AUM
$75.8M
Pension/Profit Sharing Plan Clients
1
AUM
$6.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther ServicesPension Consulting
Other Services
INDEPENDENT INVESTMENT OVERSIGHT
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
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HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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