L
$2.9M Total AUM
$2.9M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
11 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-18-2015
- Office Locations
- 1
Office Locations
-- Santa ANA CA
About LW Pacific Investments LLC
LW Pacific Investments LLC is a Santa ANA-based RIA. The firm has been operating for 11 years. Managing $2.9M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$2.9M AVG AUM / ADVISOR
$721.8K AVG AUM / CLIENT
11.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BENJAMIN CHANG
DIRECTOR
- CRD
- #6463462
- 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 | $2,887,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,887,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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