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, nan
$182.1 million AUM
2 offices

MWM Group LLC is based in , nan and has $182.1 million in assets under management.

Location

, nan
Contact
$182.1 million
AUM
3
Employees
AUM Share
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$182,082,089
Assets under management
506 clients
Number of clients
Average investment size is $359,846
2% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 31 $7,832,823 4% $252,672
High net worth individuals 103 $123,137,893 68% $1,195,514
Pension and profit sharing plans 18 $29,799,223 16% $1,655,512
Charitable organizations 9 $12,460,492 7% $1,384,499
Insurance companies Fewer than 5 clients $3,395,218
Other corporations or businesses 8 $5,456,440 3% $682,055
Employees Share
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3
Employees
3
Investment analysts
100% of total employees
AUM per employee Share
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$182,082,089
Assets under management
$60,694,030
AUM per employee
$60,694,030
AUM per investment analyst
About Share
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Compensation

MWM Group LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

MWM Group LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
Business activities
  • Registered representative of a broker-dealer
Firm data Share
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CRD number 164,123
SEC number 801-76661
Legal structure Limited Liability Company
Legal governance New York, United States
Latest ADV filing date February 25, 2020

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