Assets Under Management
$1.2B
Number of Clients
817
Number of Advisors
18
Average Client AUM
$1.4M
AUM per Advisor
$64.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
IWM offers investment advisory services through managed accounts, where clients choose between IWM or an IAR as portfolio manager. Financial planning services are also available. IWM utilizes an Investment Committee and may engage unaffiliated investment managers. They also offer cash management services.
9878 W. Belleview Ave., #2306, Denver, CO, 80123