METROPOLITAN WEST CAPITAL MANAGEMENT, LLC

NEWPORT BEACH, California·1 registered advisor·CRD# 107469
SEC# 801-57001949-718-9701
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 ManagementRetirement PlanningWealth Management
04

Advisors at METROPOLITAN WEST CAPITAL MANAGEMENT, LLC

1 registered advisor
Sandra Lynn Incontro
NEWPORT BEACH, California
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.