Lw Investment Management (Usa) LLC is an adviser based in Miami. It manages $31.3 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Florida.
Lw Investment Management (Usa) provides portfolio management for individuals and small businesses 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 Lw Investment Management (Usa) LLC is $31.3 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lw Investment Management (Usa) LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Carlos Zalles has been acting as President since 1 Nov 2010. Alberto Eutimio Batista joined the executive team most recently as the Chief Compliance Officer.
The principal office where Lw Investment Management (Usa) LLC performs its advisory services is located at 1111 Brickell Avenue, Miami, FL 33131, 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 786.353.0036 or by fax 305.400.0290. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at www.lwimusa.com.