Wcm Investment Management

Assets Under Management

$74.7B

Number of Clients

6,438

Number of Advisors

10

Average Client AUM

$11.6M

AUM per Advisor

$7.5B

Compensation

Fee-Only (AUM)

About This Firm

WCM Investment Management, established in 1976, offers discretionary investment advisory services to SMAs, mutual funds, private funds, ETFs, CITs, and UITs. They tailor services for SMAs and participate in wrap fee programs and UMA programs.

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only
Areas of Practice
Investment Management
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Location

281 Brooks Street, Laguna Beach, CA, 92651-2974

10 Advisors at this firm