Dwmc Ii, L.L.C (Salt Lake City)

Dwmc Ii, L.L.C provides 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.

Dwmc Ii, L.L.C: assets under management

The assets under management (AUM) of Dwmc Ii, L.L.C is $16.16 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $16.16 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $16.16 million each.

Dwmc Ii, L.L.C has custody of $16.16 million in cash and securities for 1 client in total and acts as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dwmc Ii, L.L.C for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Based in Salt Lake City

The principal office where Dwmc Ii, L.L.C performs its advisory services is located at 15 W. South Temple, Salt Lake City, UT 84101, 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 801-524-8939 or by fax 801-524-8941. The normal business hours are 9:00-5:00 on Monday - Friday.

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