Adviser Profile
| As of Date | 07/10/2020 |
| Registration status | Registration Changed to NDWM LLC |
| ADV Location | SAN DIEGO, CA, United States |
| AUM* | 74,500,000 |
| of that, discretionary | 74,500,000 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 147,525 |
| % High Net Worth | 15.08% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
75M
64M
53M
43M
32M
21M
11M
2020
Private Funds
No private funds