Pwj Partners, LLC (Denver)

Name: Pwj Partners, LLC
Address: 1331 17 Th Street, Denver, CO, 80202
Telephone: 303-893-8871

Pwj Partners, LLC is a pension cosultant based in Denver. It manages $550 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Colorado.

Pwj Partners provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pwj Partners: assets under management

The assets under management (AUM) of Pwj Partners, LLC is $550 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $550 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $550 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pwj Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.

Careers at Pwj Partners, LLC

Timothy Christopher Jordan has been acting as President since 1 Jun 2005. Anthony Benedict Petrelli joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Anthony Benedict Petrelli	Managing director, chief compliance officer	1 Jun 2005	25% - 50%	809169
Timothy Christopher Jordan	Director	1 Jun 2005	25% - 50%	2446542
Greg Robert Winkler	Director of technology	1 Jun 2005	25% - 50%	5391133
Anthony Benedict Petrelli	Member	1 Jul 2008	Other	809169

Based in Denver

The principal office where Pwj Partners, LLC performs its advisory services is located at 1331 17 Th Street, Denver, CO 80202, 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 303-893-8871 or by fax 303-825-3789. The normal business hours are 7:30 am to 2:00 pm on Monday - Friday. You can find more information about the New York firm at www.echelonfunds.com.