World Asset Management, A Division Of Munder Capital Management (Birmingham)


World Asset Management, A Division Of Munder Capital Management is a large advisory firm based in Birmingham. It manages $14.32 billion of regulatory assets for 65 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Maine, Massachusetts, Michigan, and 3 other states.

World Asset Management, A Division Of Munder Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, 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.

World Asset Management, A Division Of Munder Capital Management: assets under management

The assets under management (AUM) of World Asset Management, A Division Of Munder Capital Management is $14.32 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $14.32 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $220.23 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay World Asset Management, A Division Of Munder Capital Management for their services and products based on a percentage of assets under management and fixed 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.

Indirect Owners

The SEC currently registers 8 indirect owners.

Name Entity Date acquired Ownership Employer ID
Comerica Incorporated Shareholder 1 Jun 1992 75% - 100% 38-1998421
Inc. Wam Holdings General partner 1 Dec 1994 25% - 50% 38-3150616
Llc Munder Group General partner 1 Dec 1994 Other 38-3212522
Inc. Wam Holdings Ii General partner 1 Jan 1998 50% - 75% 38-3426903
James Christopher Robinson Member, manager 1 Jan 2000 Other 2366903
Inc Comerica Investment Services Shareholder 1 Apr 2000 75% - 100% 38-3136891
Inc. Comerica Investment Services Shareholder 1 Apr 2000 75% - 100% 38-3136891
Comerica Bank Shareholder 1 Apr 2000 75% - 100% 38-0477375

Based in Birmingham

The principal office where World Asset Management, A Division Of Munder Capital Management performs its advisory services is located at 255 E. Brown St, Birmingham, MI 48009, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 248-901-0860 or by fax 248-901-0872. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.worldasset.com.