Mw Post Advisory Group LLC is a large advisory firm based in Los Angeles. It manages $2.02 billion of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, New Jersey, Oklahoma, and Texas.
Mw Post Advisory Group provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mw Post Advisory Group LLC is $2.02 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 349% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mw Post Advisory Group LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Lawrence Aron Post has been acting as President since 1 Aug 2000. Llc Principal Global Investors joined the executive team most recently as the Member.
The principal office where Mw Post Advisory Group LLC performs its advisory services is located at 11755 Wilshire Blvd., Los Angeles, CA 90025, which is also the mailing address of the firm. An additional office of the firm is in Short Hills, NJ. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 310-996-9600 or by fax 310-996-9669. The normal business hours are 6:00am - 5:00pm on Monday - Friday.