MDW CAPITAL MANAGEMENT CORP.

RIASEC Registered
Total AUM
$31.7M
Discretionary
$31.7M
100% of AUM
Avg account
$1.3M
Accounts
24
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 82%, Exchange Traded Equities 15%, Cash & Cash Equivalents 3%, State & Local Bonds 1%82%
  • Public Funds/Mutual Funds82%
  • Exchange Traded Equities15%
  • Cash & Cash Equivalents3%
  • State & Local Bonds1%

Contacts

1 of 1
  • Dominic Waechter

    OwnerCRD 7696777

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth