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PW Capital Management, LLC

PW Capital Management, LLC. CRD 281492

PW Capital Management, LLC logo

CRD: 281492

PW Capital Management, LLC

Blue Bell, PA
2674603515
$5.0M Total AUM
$5.0M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers
Clients
Retail
Platforms
--
Established Date
10-07-2015
Office Locations
1

Office Locations

-- Blue Bell PA

About PW Capital Management, LLC

PW Capital Management, LLC is a boutique RIA in Blue Bell, PA serving retail clients including entrepreneurs. The firm focuses on portfolio construction with a fixed-income tilt, using ETFs and mutual funds alongside investment-grade corporate and U.S. government/agency bonds and meaningful cash allocations. Custody includes Interactive Brokers.

Team overview

-- AVG AGE
$5.0M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
10.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Summit

Client Personas

Summit timber

Custodian

Frontier wave Bridge Oak foundation Fusion

Investment Vehicles

Legacy vertex

Services

Vector harbor

Owner & Executives

S

STEVEN THOMAS IRONS

Owner, Partner

CRD
#1458369
Ownership
75% or more
(859) 286-3667
optima.bridge@harborcapital.com
in linkedin.com/in/fusion-vector

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $5,013,168 --
Non-Discretionary $0 --
Total $5,013,168 --

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Separately Managed Accounts

Total SMA Asset: $5,013,168

$5.0M Total SMA
Corporate - Investment Grade:
17.3%
Cash:
28.2%
Equity - Exchange:
26.4%
U.S. Government/Agency:
28.1%
Asset class Assets Assets %
Corporate - Investment Grade $560,176,396 17.3%
Cash $913,119,906 28.2%
Equity - Exchange $854,835,656 26.4%
U.S. Government/Agency $909,881,892 28.1%
Total $3,238,013,850 100.0%

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