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Matthew Benjamin Schwab

CALMWATER ASSET MANAGEMENT, LLC·LOS ANGELES, California
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11755 WILSHIRE BOULEVARD, LOS ANGELES, CA 90025CRD# 6610416Firm CRD# 282617
01

About

Matthew Benjamin Schwab is a registered financial advisor based in LOS ANGELES, California, affiliated with CALMWATER ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CALMWATER ASSET MANAGEMENT, LLC
CALMWATER CAPITAL
AUM
$1.1B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at CALMWATER ASSET MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6610416
Firm CRD# 282617
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Benjamin Schwab offer?
Matthew Benjamin Schwab specializes in Retirement Planning. Contact their office in LOS ANGELES, California for a consultation.
What are Matthew Benjamin Schwab's credentials?
Matthew Benjamin Schwab is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Benjamin Schwab located?
Matthew Benjamin Schwab is based in LOS ANGELES, California, working with CALMWATER ASSET MANAGEMENT, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does Matthew Benjamin Schwab charge for services?
Matthew Benjamin Schwab'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 CALMWATER ASSET MANAGEMENT, LLC?
CALMWATER ASSET MANAGEMENT, LLC has approximately 14 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CALMWATER ASSET MANAGEMENT, LLC

David Andrew Cohen
EL SEGUNDO, CA
David Matthew Traversi
LOS ANGELES, CA
Dean Kao Chang
EL SEGUNDO, CA
Larry William Grantham
EL SEGUNDO, CA
Mark Hiroichi Sato
EL SEGUNDO, CA

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Research
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