Drew Macewen
Drew Macewen is a registered investment advisor at Mountain Lakes Capital Management LLC, based in Union, WA, with 25 years of industry experience. Drew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $1.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mountain Lakes Capital Management manages a private investment fund and charges a management fee of 2% annually, calculated and paid quarterly based on the net asset value of the investors' interest in the fund.
Location
320 E Dalby Rd Ste D, Union, WA, 98592
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Regulatory History (1)
Customer Dispute
February 2017Other Business Activities
Drew is the president of Falcon Financial, Inc., a consulting and administrative support company, and also manages Capital Markets Fund LP, a real estate and business investment vehicle. He also serves as a Washington State Senator, managing member of BZE Development LLC (real estate investment), board president of MacEwen Forestry Inc. (trucking company), and managing partner of PNW Hospitality LLC (restaurant).
Employment History
Current Registrations
Mountain Lakes Capital Management LLC
Previous Registrations
Capital Financial Services, INC.
Capital Financial Services, INC.
Broad Street Securities, INC.Broker
Capital Financial Services, INC.Broker
Lloyd, Scott & Valenti, LTD.Broker
B. C. Ziegler and CompanyBroker
Edward D. Jones & CO., L.P.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.