Investment Management Acquisition Company, LLC is a large advisory firm based in Los Angeles. It manages $6.9 billion of regulatory assets for 17,540 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Investment Management Acquisition Company provides portfolio management for individuals and small businesses, portfolio management for investment companies, 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.
The assets under management (AUM) of Investment Management Acquisition Company, LLC is $6.9 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Investment Management Acquisition Company, 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.
The principal office where Investment Management Acquisition Company, LLC performs its advisory services is located at 2049 Century Park East, Los Angeles, CA 90067, which is also the mailing address of the firm. An additional office of the firm is in Greenwood Village, CO. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 310-712-4000 or by fax 310-712-4100. The normal business hours are 6:45 am to 4:15 pm on Monday - Friday. You can find more information about the New York firm at www.nwq.com.