Rmwc (Palo Alto)
Rmwc is a large advisory firm based in Palo Alto. It manages $201.81 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of California.
Rmwc 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.
Rmwc: assets under management
The assets under management (AUM) of Rmwc is $201.81 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Rmwc 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.
What kind of clients Thomas Coleman Andrews serves?
The only and largest group of clients of Thomas Coleman Andrews is pooled investment vehicles with 4 clients and $201.81 million of assets under management. Among the 9 most similar advisory firms, Rmwc has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $201.81 million for 4 clients. None of the firm’s clients are foreign persons or businesses.
Rmwc also advises several private funds. Namely, three hedge funds and one private equity fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
Careers at Rmwc
The company employs 5 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Thomas Coleman Andrews has been acting as President since 1 Jan 2008. Rachel Elisabeth Markus joined the executive team most recently as the Director Of Investor Relations.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 2 indirect owners.Based in Palo Alto
The principal office where Rmwc performs its advisory services is located at 855 El Camino Real, Palo Alto, CA 94301, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-738-8283. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at rmwc.com.
Registered investment advisers similar to Rmwc
- Universal Advisory Services
- Fund Services Advisors
- Kaye Capital Management
- Biddle Pollan Asset Management
- Jasinkiewicz Capital Management
- Maryland Capital Advisors
- St. Johns Investment Management Company
- Holistic Financial Partners
- Prairie Sky Financial Group
- Aberdeen Standard Investments Etfs Advisors
- Syz Swiss Advisors
- Absolute Capital Management
- Eric M. Godshalk &
- Abn Amro Financial Services
- Taylor Financial Group