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Building 2CW INVESTMENT ADVISERS, LLC

Map pinLOS ANGELES, CA
Phone626-788-2305
NotebookSEC #801-120163
Total AUM
$1.1B
Employees
36
Clients
25

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 SOUTH HOPE STREET
SUITE 2500
LOS ANGELES
CA 90071-3034
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
626-788-2305
Other Offices
1

ReceiptFinancials

Total AUM
$1.1B
Accounts
26
Discretionary
$1.1B
Accounts
26
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$1.8M
Pooled Vehicle Clients
4
AUM
$940.4M
Corporation or Business Clients
20
AUM
$142.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
ASSET LEVEL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMA

HandshakeAffiliates

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Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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