M
CRD: 330758
MDW Capital Management Corp.
LOS Angeles, CA, 90010
3239372010
$31.7M Total AUM
$31.7M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
2 yrs Firm Age
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- Custodian
- Assetmark · Fidelity/NFS · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-23-2024
- Office Locations
- 1
Office Locations
4250 Wilshire Blvd LOS Angeles CA
About MDW Capital Management Corp.
MDW Capital Management Corp. is a LOS Angeles-based RIA. The firm has been operating for 2 years. Managing $31.7M in total assets under management, with 1 advisory representatives. They custody assets with Assetmark and Fidelity/NFS. Services offered include Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$31.7M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
2.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
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Asset Classes
Zenith
Investment Themes
Element ember
Investment Vehicles
Fusion
Services
Atlas insight Pathway frontier
Owner & Executives
Dominic Waechter
Chief Compliance Officer, President
- CRD
- #7696777
- Ownership
- 75% or more
(524) 555-5774
catalyst.harbor@valuecapital.com
in linkedin.com/in/crest-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,688,461 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,688,461 | -- |
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Separately Managed Accounts
Total SMA Asset: $31,688,461
Public Funds:
48.5% Equity - Exchange:
15.5% Cash:
14.1% Municipal Bonds:
21.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,379,673,756 | 48.5% |
| Equity - Exchange | $440,926,664 | 15.5% |
| Cash | $401,101,030 | 14.1% |
| Municipal Bonds | $622,986,707 | 21.9% |
| Total | $2,844,688,157 | 100.0% |