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STW FIXED INCOME MANAGEMENT LLC
STW FIXED INCOME MANAGEMENT LLC
CARPINTERIA, California
·
5 registered advisors
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CRD# 107729
SEC# 801-48761
805-745-2400
01
Firm Overview
AUM
$11.6B
Regulatory assets under management
Employees
37
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at STW FIXED INCOME MANAGEMENT LLC
5 registered advisors
Andrew B.j. Chorlton
CARPINTERIA, California
CRD# 5750226
Edward Hull Jewett
CARPINTERIA, California
CRD# 837046
Erin Kylie Chrislock
CARPINTERIA, California
CRD# 5235527
Maryellen Diane Mceachen
CARPINTERIA, California
CRD# 5101434
William Horace Williams
CARPINTERIA, California
CRD# 1776187
05
Office Locations
CARPINTERIA, California
5 advisors
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Data sourced from SEC Form ADV filings. STW FIXED INCOME MANAGEMENT LLC (CRD# 107729) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.