IWC ASSET MANAGEMENT LLC

1 registered advisor·CRD# 286445
SEC# 801-1089440925-257-0785
01

Firm Overview

AUM
$92M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at IWC ASSET MANAGEMENT LLC

1 registered advisor
Michael Anthony Lambrecht
PLEASANTON, California
05

Office Locations

PLEASANTON, California
1 advisor

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Data sourced from SEC Form ADV filings. IWC ASSET MANAGEMENT LLC (CRD# 286445) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.