Wi Mutual Funds, LLC is a pension cosultant based in Novato. It manages $10.27 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.
Wi Mutual Funds provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wi Mutual Funds, LLC is $10.27 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Wi Mutual Funds, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Kenneth Grant Winans has been acting as President since 1 Jul 2009. Llc Wi Holdings joined the executive team most recently as the Owner.
The principal office where Wi Mutual Funds, LLC performs its advisory services is located at 330 Ignacio Blvd, Novato, CA 94949, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-506-3070 or by fax 415-883-1646. The normal business hours are 6:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.wimutualfunds.com.