Mw Post Advisory Group LLC (Los Angeles)

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.

Mw Post Advisory Group: assets under management

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 firm manages $2.02 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $67.29 million each.

Fees & Commissions

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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mw Post Advisory Group LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Carl Goldsmith	Managing director / senior portfolio manager/member	1 Aug 2000	Other	2901156
Scott M Klein	Managing director / senior research analyst / member	1 Aug 2000	Other	2748845
Lawrence Aron Post	President	1 Aug 2000	Other	827685
Allan E. Schweitzer	Managing director / senior research analyst / member	1 Aug 2000	Other	4366295
Inc. Post Advisory Group	Member	1 Aug 2000	25% - 50%	95-4371066
Llc Metropolitan West Financial	Member	1 Aug 2000	25% - 50%	95-4778654
Mark Stephen Porrazzo	Managing director - operations	1 Jan 2001	Other	2190786
Llc Metropolitan West Financial	Member	1 Jan 2002	25% - 50%	95-4888043
Patrick L. Mitchell	Managing director / co-head product development	1 Jan 2002	Other	4241187
Lorraine Fabiano Spurge	Managing director / co-head product development	1 Jan 2002	Other	1014243
Robert Shustak	Managing director / chief operating officer	1 Mar 2002	Other	4339263
James John Lachance	Managing director / senior portfolio manager	1 Jun 2002	Other	2636942
Kathy Hwa Sun Lee	Managing director - research analyst	1 Jan 2003	Other	2652697
Lawrence Michael Goldman	General counsel	1 Apr 2003	Other	4717144
Llc Principal Global Investors	Member	1 Oct 2003	Other	109002

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Lawrence Aron Post	President	1 Jul 1992	75% - 100%	827685
Principal Life Insurance Company	Sole member, 100% ownership	1 Sep 1998	75% - 100%	42-0127290
Richard Scott Hollander	Chief executive officer	1 Jan 2000	50% - 75%	724511
Inc. Principal Financial Services	100% owner	1 Oct 2001	75% - 100%	42-1520348
Inc. Principal Financial Group	100% owner	1 Oct 2001	75% - 100%	42-1520346
Llc Mw Holdings	Interest owner	1 Jan 2002	75% - 100%	95-4778654

Based in Los Angeles

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.