I
$6.2M Total AUM
$6.2M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-18-2013
- Office Locations
- 1
Office Locations
-- Austin TX
About IWD Capital Management, LLC
IWD Capital Management, LLC is a Austin-based RIA. The firm has been operating for 12 years. Managing $6.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
42 AVG AGE
$6.2M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
12.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
Available
Available
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Accredited Investors
Available
Client Personas
Available
Services
Available
Owner & Executives
MAYUR KENIA
Associate, Managing Member
- CRD
- #6233573
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,236,410 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,236,410 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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