Chad Edward Hoffman

Wcm Investment Management

23 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Wcm Investment Management

Compensation

Fee-Only (AUM)

Firm Size

10 advisors

Number of Clients

6,438 clients

Average Client Portfolio

$11.6M average

Assets Under Management

$74.7B

Fee Structure

Minimum Investment:$10M

Financial Planning:Investment management only

Location

7800 Forsyth Blvd., Suite 150, Clayton, MO, 63105

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Wcm Investment Management

March 2020 - Present · 5 yrs 11 mos

Previous Registrations

Kennedy Capital Management

May 2012 - December 2018 · 6 yrs 7 mos

Missouri Valley Partners, INC.

March 2001 - May 2012 · 11 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.