Sign in Sign up for free

Trw Investments, LLC (Los Angeles)


Trw Investments, LLC is an adviser based in Los Angeles. It manages $66.28 million of regulatory assets for 286 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of California.

Logo



Trw Investments provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Trw Investments: assets under management

The assets under management (AUM) of Trw Investments, LLC is $66.28 million. The firm's AUM has grown by 116% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $59.11 million in discretionary accounts and $7.17 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $269.92 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $107.02 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trw Investments, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, 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.

Based in Los Angeles

The principal office where Trw Investments, LLC performs its advisory services is located at 300 South Grand Avenue, Los Angeles, CA 90071, which is also the mailing address of the firm. An additional office of the firm is in Newport Beach, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-343-0449 or by fax 818-743-7414. The normal business hours are 6:30 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.trwinvestmentsllc.com.


Registered investment advisers similar to Trw Investments, LLC