MDW CAPITAL MANAGEMENT CORP.
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 330758
- Custodians
- ASSETMARK TRUST CO., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI91.43%
- Individuals8.57%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
MDW Capital Management Corp. is a small, privately owned corporate advisory practice that serves individual and family clients. The firm charges fees as a percentage of assets under management and describes its advisory work as direct portfolio management for individuals and small businesses, plus selection of other advisers — indicating a manager-of-managers approach and willingness to outsource expertise. MDW acts as a capital allocator rather than a product manufacturer. It does not identify as an active ESG investor and its regulatory profile indicates a single-state focus rather than multi-state operations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities15%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Contacts
1 of 1Dominic Waechter
OwnerCRD 7696777
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 4250 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
POSITIVE DELTA ASSET MANAGEMENT LLC
RIALos Angeles, CA
SENECA PRIVATE WEALTH, LLC
RIALos Angeles, CA
GOOD BALANCE FP LLC
RIALos Angeles, CA
STEVEN ROBERT JAKOWCHIK
RIALos Angeles, CA
BAINBRIDGE INVESTMENT ADVISORS LLC
RIALos Angeles, CA
GAN PRIVATE WEALTH MANAGEMENT LLC
RIALos Angeles, CA