Wamu Investments, Inc. is a large advisory firm based in Irvine. It manages $40.25 million of regulatory assets for 330 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Arizona, California, Colorado, and 14 other states.
Wamu Investments provides market timing services. 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 Wamu Investments, Inc. is $40.25 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Wamu Investments, Inc. for their services and products based on a percentage of assets under management. 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.
Charles Mcdonald Sledd has been acting as President since 1 Jan 2003. Lisa Hammond Rhee joined the executive team most recently as the Finop.
The principal office where Wamu Investments, Inc. performs its advisory services is located at 17875 Von Karman Ave, 4 Th Floor, Irvine, CA 92614, which is also the mailing address of the firm. An additional office of the firm is in Santa Clara, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-888-0055 or by fax 949-442-5294. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.wamuinvestments.com.