About 22NW, LP
22NW, LP is a financial advisory firm that provides expert advice and guidance to clients. The firm specializes in wealth management and financial planning, with a team of experienced professionals who are dedicated to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Expertise in wealth management and financial planning
- Experienced team of professionals
- Commitment to helping clients achieve their financial goals
Facts and Insights
As of June 2021, 22NW, LP has $1.5 billion in assets under management (AUM) and employs 10 advisors. The firm has been in business since 2011, with a focus on providing personalized financial solutions to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion (as of June 2021) | 10 | 10 years |
Financial Services Offered
22NW, LP offers a comprehensive range of financial services to its clients, including:
- Wealth management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
Client Types
The firm primarily caters to high-net-worth individuals and families, as well as small business owners and family offices. However, 22NW, LP also welcomes clients from diverse backgrounds and income levels, as they believe everyone deserves access to professional financial guidance.
Fees & Compensation
22NW, LP operates on a fee-only compensation structure, meaning they do not earn commissions from financial products or investments. Instead, the firm charges a percentage of AUM as a management fee. This fee structure aligns the firm’s interests with those of its clients, as the more the client’s assets grow, the more the firm earns.
Background
Founded by experienced financial professionals, 22NW, LP is committed to providing personalized and expert financial advice to its clients. The firm’s team consists of dedicated and knowledgeable advisors who have a deep understanding of the financial industry and are always up to date on the latest trends and strategies.
Financial Advisor Disclosures to Know
As a registered investment advisor, 22NW, LP has a fiduciary duty to act in the best interests of its clients. This means advisors are required to disclose any potential conflicts of interest and avoid any actions that could harm their clients’ financial well-being. The firm also has a strict code of ethics and maintains transparency with its clients at all times.
In conclusion, 22NW, LP is a reputable and experienced financial advisory firm that prides itself on providing personalized and expert guidance to its clients. With its commitment to client success and a range of comprehensive services, the firm continues to be a top choice for those seeking professional financial guidance.