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TRUE WEST MANAGEMENT COMPANY, LLC
TRUE WEST MANAGEMENT COMPANY, LLC
LOS ANGELES, California
·
5 registered advisors
·
CRD# 160825
SEC# 802-112633
1
(503) 517-4628
01
Firm Overview
AUM
$31M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at TRUE WEST MANAGEMENT COMPANY, LLC
5 registered advisors
Brian M Hayden
LOS ANGELES, California
CRD# 4971875
Iain Graham Douglas
LOS ANGELES, California
CRD# 4661040
Mark Nmn Nowak
PORTLAND, Oregon
CRD# 5023474
Steven Robert Wilkins
LOS ANGELES, California
CRD# 6024743
Todd Jamison Morris
LOS ANGELES, California
CRD# 5067433
05
Office Locations
LOS ANGELES, California
4 advisors
PORTLAND, Oregon
1 advisor
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Data sourced from SEC Form ADV filings. TRUE WEST MANAGEMENT COMPANY, LLC (CRD# 160825) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.