1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WMK INVESTMENT PARTNERS

Map pin
Phone(818) 804-1508
NotebookSEC #801-134962
Total AUM
$211M
Employees
5
Clients
21

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
(818) 804-1508

ReceiptFinancials

Total AUM
$211M
Accounts
70
Discretionary
$194.9M
Accounts
44
Non-Discretionary
$16.1M
Accounts
26

ContactClients

View more in analytics →

HNW Individual Clients
11
AUM
$123.3M
Corporation or Business Clients
10
AUM
$87.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLNETX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account