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WCM INVESTMENT MANAGEMENT, LLC
WCM INVESTMENT MANAGEMENT, LLC
WCM INVESTMENT MANAGEMENT
LAGUNA BEACH, California
·
8 registered advisors
·
CRD# 104702
SEC# 801-11916
4
949-380-0200
01
Firm Overview
AUM
$66.6B
Regulatory assets under management
Employees
93
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at WCM INVESTMENT MANAGEMENT, LLC
8 registered advisors
David Andrew Brewer
LAGUNA BEACH, California
CRD# 2513133
David Joseph Joerger
LAGUNA BEACH, California
CRD# 7408266
Don Kuanglun Kuo
LAGUNA BEACH, California
CRD# 3265027
James Courtney Owens
LAGUNA BEACH, California
CRD# 2182357
Lee Thomas Rydzeski
LAGUNA BEACH, California
CRD# 4352878
Peter John Hunkel
LAGUNA BEACH, California
CRD# 3129021
Sanjay Ayer
LAGUNA BEACH, California
CRD# 6927378
Victoria Kroehl
LAGUNA BEACH, California
CRD# 7888032
05
Office Locations
LAGUNA BEACH, California
8 advisors
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Data sourced from SEC Form ADV filings. WCM INVESTMENT MANAGEMENT, LLC (CRD# 104702) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.