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METROPOLITAN WEST CAPITAL MANAGEMENT, LLC
METROPOLITAN WEST CAPITAL MANAGEMENT, LLC
NEWPORT BEACH, California
·
1 registered advisor
·
CRD# 107469
SEC# 801-57001
949-718-9701
01
Firm Overview
AUM
$8.4B
Regulatory assets under management
Employees
41
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Market timing services
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at METROPOLITAN WEST CAPITAL MANAGEMENT, LLC
1 registered advisor
Sandra Lynn Incontro
NEWPORT BEACH, California
CRD# 4125690
05
Office Locations
NEWPORT BEACH, California
1 advisor
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Data sourced from SEC Form ADV filings. METROPOLITAN WEST CAPITAL MANAGEMENT, LLC (CRD# 107469) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.