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CALMWATER ASSET MANAGEMENT, LLC
CALMWATER ASSET MANAGEMENT, LLC
CALMWATER CAPITAL
EL SEGUNDO, California
·
6 registered advisors
·
CRD# 282617
SEC# 801-109004
2
310-806-9770
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
14
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at CALMWATER ASSET MANAGEMENT, LLC
6 registered advisors
David Andrew Cohen
EL SEGUNDO, California
CRD# 1580203
David Matthew Traversi
LOS ANGELES, California
CRD# 2256837
Dean Kao Chang
EL SEGUNDO, California
CRD# 6610421
Larry William Grantham
EL SEGUNDO, California
CRD# 3031618
Mark Hiroichi Sato
EL SEGUNDO, California
CRD# 4764784
Matthew Benjamin Schwab
LOS ANGELES, California
CRD# 6610416
05
Office Locations
EL SEGUNDO, California
4 advisors
LOS ANGELES, California
2 advisors
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Data sourced from SEC Form ADV filings. CALMWATER ASSET MANAGEMENT, LLC (CRD# 282617) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.