CRD: 298758
Iwms LLC
Kowloon
852 6936-1762
$22.7M Total AUM
$16.3M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-30-2018
- Office Locations
- 1
Office Locations
-- Kowloon Tong --
About Iwms LLC
Iwms LLC is a Kowloon-based RIA. The firm has been operating for 7 years. Managing $22.7M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$22.7M AVG AUM / ADVISOR
$4.5M AVG AUM / CLIENT
7.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Crest
Client Personas
Vector
Investment Themes
Value Peak value Summit catalyst
Investment Vehicles
Timber capital
Services
Value Atlas Pioneer prime Horizon horizon Delta capital Matrix wave
Owner & Executives
T
Tyrone Lin
PRINCIPAL
- CRD
- #7010670
- Ownership
- 75% or more
(843) 783-8281
insight.momentum@vectorcapital.com
in linkedin.com/in/momentum-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,251,835 | -- |
| Non-Discretionary | $6,485,938 | -- |
| Total | $22,737,773 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,737,773
Municipal Bonds:
18.7% Equity - Exchange:
25.5% Corporate - Investment Grade:
10.9% U.S. Government/Agency:
23.1% Cash:
21.8% | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $982,745,836 | 18.7% |
| Equity - Exchange | $1,340,107,959 | 25.5% |
| Corporate - Investment Grade | $572,830,461 | 10.9% |
| U.S. Government/Agency | $1,213,980,151 | 23.1% |
| Cash | $1,145,660,921 | 21.8% |
| Total | $5,255,325,328 | 100.0% |