Kw Investment Adviser, LLC is a large advisory firm based in Beverly Hills. It manages $1.35 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.
Kw Investment Adviser provides 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 Kw Investment Adviser, LLC is $1.35 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Kw Investment Adviser, LLC 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.
In Ku Lee joined the executive team most recently as the Chief Compliance Officer.
The principal office where Kw Investment Adviser, LLC performs its advisory services is located at 9701 Wilshire Boulevard, Beverly Hills, CA 90212, which is also the mailing address of the firm. An additional office of the firm is in Austin, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-887-6400 or by fax 310-887-3410. The normal business hours are 9:00am-5:00pm on Monday - Friday.