Jcw Partners, LLC is an adviser based in Honolulu. It manages $33.09 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2001.
Jcw Partners provides portfolio management for individuals and small businesses. 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 Jcw Partners, LLC is $33.09 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 31% 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 Jcw Partners, 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.
The principal office where Jcw Partners, LLC performs its advisory services is located at 1188 Bishop St., Honolulu, HI 96813 3311, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 808-523-1116 or by fax 808-523-1226. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.