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Mw Investment Strategy

● SEC registered since 2018CRD 118433SEC# 801-112626El Dorado Hills, CA
Export (members)
Reg. AUM
$40.3M
Employees
6
Accounts
49
Location
El Dorado Hills, CA

Mw Investment Strategy assets under management

Mw Investment Strategy is an investment advisory firm registered with the SEC based in El Dorado Hills, CA. The firm has been registered since 2018. It reports $40.3 million in regulatory assets under management and employs 6 people.

Mw Investment Strategy owners & executives

7 reported
NameTitleOwnershipSince
Bradley Robert Nicholson ControlSecretaryUnder 5%2022
Craig Dennis Vanhulzen ControlChief Executive OfficerUnder 5%2016
Paul Lester Nederveld ControlChief Compliance Officerchief Financial Officer And Director Of Business OperationsUnder 5%2019
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Frequently asked questions

How much does Mw Investment Strategy manage?

Mw Investment Strategy reports $40.3 million in regulatory assets under management on its Form ADV.

How many employees does Mw Investment Strategy have?

Mw Investment Strategy reports 6 employees.

Where is Mw Investment Strategy located?

Mw Investment Strategy is based in El Dorado Hills, CA and has been SEC-registered since 2018.

Does Mw Investment Strategy disclose fund performance?

Mw Investment Strategy is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4370 Town Center Blvd., Suite 220, El Dorado Hills, CA 95762
Phone(916) 608-4284
Office hours8:00 a.m. To 3:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$40.3M
Non-discretionary$0
Total (RAUM)$40.3M