Rwm Asset Management, LLC is a related adviser based in Tavares. It manages $16.81 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Florida.
Rwm Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. 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 Rwm Asset Management, LLC is $16.81 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 110% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Rwm Asset Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Rwm Asset Management is pooled investment vehicles with 3 clients and $16.81 million of assets under management. Among the 2 most similar advisory firms, Rwm Asset Management has the lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $16.81 million for 3 clients. None of the firm’s clients are foreign persons or businesses.
Rwm Asset Management also advises several private funds.
The company employs 8 people that are either part- or full-time employees. 88 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There are 5 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Rwm Asset Management, LLC performs its advisory services is located at 2100 Lake Eustis Dr., Tavares, FL 32778, which is also the mailing address of the firm. An additional office of the firm is in Winter Park, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 352.343.2700 or by fax 352.742.2607. The normal business hours are 9:00 a.m.-5:00 p.m. on Monday - Friday.