Unclaimed Profile

James Courtney Owens

WCM INVESTMENT MANAGEMENT·LAGUNA BEACH, California

Clean recordWCM INVESTMENT MANAGEMENT

281 BROOKS STREET, LAGUNA BEACH, CA 92651-2974CRD# 2182357Firm CRD# 104702

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Courtney Owens · LAGUNA BEACH, CA

Registration

CRD #2182357 · WCM INVESTMENT MANAGEMENT

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Courtney Owens is a registered financial advisor based in LAGUNA BEACH, California, affiliated with WCM INVESTMENT MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

WCM INVESTMENT MANAGEMENT, LLC

WCM INVESTMENT MANAGEMENT

AUM

$66.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at WCM INVESTMENT MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2182357

Firm CRD# 104702

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Courtney Owens offer?

James Courtney Owens specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in LAGUNA BEACH, California for a consultation.

What are James Courtney Owens's credentials?

James Courtney Owens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Courtney Owens located?

James Courtney Owens is based in LAGUNA BEACH, California, working with WCM INVESTMENT MANAGEMENT. Their office serves clients in the LAGUNA BEACH metropolitan area and surrounding communities.

How does James Courtney Owens charge for services?

James Courtney Owens's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WCM INVESTMENT MANAGEMENT?

WCM INVESTMENT MANAGEMENT has approximately 93 employees and manages $66.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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