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WCM INVESTMENT MANAGEMENT
LAGUNA BEACH, CA
949-380-0200
SEC #801-11916Total AUM
$96.8B
Employees
102Clients
6,735Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
281 BROOKS STREET
LAGUNA BEACH
CA 92651-2974
United States
LAGUNA BEACH
CA 92651-2974
United States
Operating Hours
7:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
949-380-0200
Other Offices
2
Financials
Total AUM
$96.8B
Accounts
6,728Discretionary
$96.8B
Accounts
6,728Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
3,991AUM
$1.8B
HNW Individual Clients
1,720AUM
$5.6B
Investment Company Clients
35AUM
$34.2B
Pooled Vehicle Clients
128AUM
$22.8B
Pension/Profit Sharing Plan Clients
102AUM
$7.2B
Charitable Organization Clients
286AUM
$3.1B
Government Entity Clients
51AUM
$8.7B
Insurance Company Clients
3AUM
$462.7M
Sovereign Wealth Fund Clients
3AUM
$5.4B
Corporation or Business Clients
416AUM
$7.5B
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
PROVIDE MODEL PORTFOLIO RECOMMENDATIONS TO OTHER INVESTMENT ADVISERS
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.