Wcm Investment Management is a large advisory firm based in Laguna Beach. It manages $23.11 billion of regulatory assets for 5,091 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Wcm Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and provide model portfolio recommendations to other investment advisers. 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 Wcm Investment Management is $23.11 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 6700% since the beginning of its operation, and $2.99 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Wcm Investment Management for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Paul Russell Black is investment companies with 16 clients and $9.42 billion of assets under management. Among the 10 most similar advisory firms, Wcm Investment Management has the 3rd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $22.65 billion for 5,089 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 2% of the firm’s clients are foreign persons or businesses.
Wcm Investment Management also advises several private funds. Namely, four other private funds. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.
The company employs 40 people that are either part- or full-time employees. 43 percent of the employees work as investment advisers or researchers. 9 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Paul Russell Black has been acting as President since 1 Dec 2002. Brooks Street Holdings Llc joined the executive team most recently as the Member.
The principal office where Wcm Investment Management performs its advisory services is located at 281 Brooks Street, Laguna Beach, CA 92651 2974, which is also the mailing address of the firm. An additional office of the firm is in Cincinnati, OH. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 949-380-0200 or by fax 949-380-0819. The normal business hours are 7:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at wcminvest.com.