Marcus Lam is a registered investment advisor at Cws Investments, based in Newport Beach, CA, with 19 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
CWSI does not charge investment management fees to clients. They act as a solicitor for affiliated real estate funds.
Location
14 Corporate Plaza, Suite 210, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marcus is an employee of CWS Capital Partners LLC and its related entities, including CWS Corporate Housing LLC and CWS Apartment Homes, a property management firm. Marcus spends the majority of his time on partnership communications and may devote time to any of the entities on a daily basis as needed.
Employment History
Current Registrations
Cws Investments
Cws Investments
Cws InvestmentsBroker
State Registrations34 states
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