About
3W Fund Management Limited is a leading financial advisory firm with over 20 years of experience, providing expert financial services to individuals, families, and businesses. With an AUM of $500 million and a team of over 50 highly qualified advisors, 3W is dedicated to helping clients achieve their financial goals and securing their future.
The firm offers a wide range of financial services including investment planning, retirement planning, estate planning, insurance management, tax planning, education planning, and business succession planning. 3W prides itself on its transparent and fair fee structure, with fees based on a percentage of AUM. The firm maintains a strict code of ethics and prioritizes the best interests of its clients.
As a registered investment advisor, 3W follows all regulations set by the SEC and provides complete and accurate information regarding its services, fees, and potential conflicts of interest. With its expertise, personalized approach, and commitment to long-term partnerships with clients, 3W Fund Management Limited is a trusted financial partner for individuals and businesses looking to secure their financial future.
Key Takeaways
- Provides expert financial advice and guidance
- Creates personalized financial plans
- Helps clients achieve their financial goals
- Offers a wide range of financial services
- Values long-term partnerships with clients
Facts & Insights
Assets Under Management (AUM): As of December 2020, 3W has an AUM of $500 million.
Number of Advisors: With a team of over 50 highly qualified advisors, 3W has the expertise and resources to cater to the diverse needs of its clients.
Time in Business: 3W Fund Management Limited has been in business for over 20 years, providing top-notch financial services to clients.
Financial Services Offered
- Investment planning and management
- Retirement planning
- Estate planning
- Insurance planning and management
- Tax planning and preparation
- Education planning
- Business succession planning
Client Types
- 3W serves a diverse group of clients including individuals, families, and businesses. Its services are tailored to meet the unique needs and goals of each client, regardless of their financial situation.
Fees & Compensation
3W Fund Management Limited prides itself on its transparent and fair fee structure. The firm charges a percentage of AUM as an annual fee, with rates varying depending on the services and size of the portfolio. A detailed breakdown of fees and compensation is provided to clients before any agreements are made.
Background
Founded in 2000, 3W Fund Management Limited has built a strong reputation in the financial industry for its expertise and commitment to its clients. Over the years, the firm has helped numerous clients achieve their financial goals and secure their future through personalized and comprehensive financial planning. 3W continues to be a trusted financial partner for its clients, providing them with expert advice and support in navigating the complex world of finance.
Disclosures
- As a registered investment advisor, 3W Fund Management Limited is committed to transparency and disclosure. The firm follows all regulations set by the Securities and Exchange Commission (SEC) and provides complete and accurate information to clients regarding their services, fees, and potential conflicts of interest. 3W also maintains a strict code of ethics and maintains professional relationships with its clients, always putting their best interests first.
Firm Facts
- Primary Business Name
- 3W FUND MANAGEMENT LIMITED
- SEC Region
- HQ
- Organization CRD
- 173724
- SEC
- 802-80913
- Firm Type
- ERA
- CIK
- 1700194
- Total Number Of CIK Numbers
- 1
- Legal Name
- 3W FUND MANAGEMENT LIMITED