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Stw Associates

● SEC registered since 1991CRD 106196SEC# 801-38647
Export (members)
Reg. AUM
$142.7M
Employees
1
Accounts
16
Location

Stw Associates assets under management

Stw Associates is an SEC-registered investment adviser. The firm has been registered since 1991. It reports $142.7 million in regulatory assets under management and employs 1 people.

Stw Associates owners & executives

1 reported
NameTitleOwnershipSince
Stefan Williams ControlPresident, Ceo And Chief Compliance OfficerOver 75%1997

Frequently asked questions

How much does Stw Associates manage?

Stw Associates reports $142.7 million in regulatory assets under management on its Form ADV.

How many employees does Stw Associates have?

Stw Associates reports 1 employees.

Does Stw Associates disclose fund performance?

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

Contact & registration

Phone415-460-6416
Office hoursVaries
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$142.7M
Total (RAUM)$142.7M