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Mwm Group LLC

● SEC registered since 2012CRD 164123SEC# 801-76661Cedarhurst, NY
Export (members)
Reg. AUM
$362.4M
Employees
4
Accounts
417
Location
Cedarhurst, NY

Mwm Group LLC assets under management

Mwm Group LLC is a registered investment adviser overseen by the SEC based in Cedarhurst, NY. The firm has been registered since 2012. It reports $362.4 million in regulatory assets under management and employs 4 people.

Mwm Group LLC owners & executives

4 reported
NameTitleOwnershipSince
Jeremy Nmn Jakobovits ControlManaging Member10-25%2017
Ram Asset Trust ControlOwner50-75%2020
Sara Nmn Glaz ControlPartner/Cco5-10%2023
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Frequently asked questions

How much does Mwm Group LLC manage?

Mwm Group LLC reports $362.4 million in regulatory assets under management on its Form ADV.

How many employees does Mwm Group LLC have?

Mwm Group LLC reports 4 employees.

Where is Mwm Group LLC located?

Mwm Group LLC is based in Cedarhurst, NY and has been SEC-registered since 2012.

Does Mwm Group LLC disclose fund performance?

Mwm Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address335 Washington Ave, Cedarhurst, NY 11516
Phone718-696-4000
Fax718-696-4001
Office hoursBy Appointment
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$362.4M
Non-discretionary$0
Total (RAUM)$362.4M