D
CRD: 156697
DSW Investment, LLC
Princeton, NJ
6094308407
$85.6M Total AUM
$85.6M Disc. AUM
-- 3Y CAGR
1 Employees
31 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Cibc Mellon · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-09-2011
- Office Locations
- 1
Office Locations
-- Princeton NJ
About DSW Investment, LLC
DSW Investment, LLC is a Princeton-based RIA. The firm has been operating for 14 years. Managing $85.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Cibc Mellon. Services offered include Asset Management, Business Succession, Insurance.
Team overview
54 AVG AGE
$85.6M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
14.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
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Asset Classes
Atlas foundation Atlas peak
Client Personas
Frontier meridian
Investment Themes
Wave
Investment Vehicles
Insight pioneer
Services
Atlas Focus Vector quantum Value
Owner & Executives
DOUGLAS SAMUEL WEISS
Chief Compliance Officer, Managing Member, Principal
- CRD
- #2833656
- Ownership
- 75% or more
(912) 435-3908
bridge.vector@pathwaycapital.com
in linkedin.com/in/wave-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,591,056 | -- |
| Non-Discretionary | $0 | -- |
| Total | $85,591,056 | -- |
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Separately Managed Accounts
Total SMA Asset: $85,591,056
Equity - Exchange:
13.1% Corporate - Non-Investment Grade:
18.9% Corporate - Investment Grade:
36.3% Cash:
22.6% U.S. Government/Agency:
9.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $54,333,015 | 13.1% |
| Corporate - Non-Investment Grade | $78,388,853 | 18.9% |
| Corporate - Investment Grade | $150,556,369 | 36.3% |
| Cash | $93,734,819 | 22.6% |
| U.S. Government/Agency | $37,742,782 | 9.1% |
| Total | $414,755,838 | 100.0% |