Corwell Asset Management Inc (Santa Rosa)

Name: Corwell Asset Management Inc
Address: 1058 Wikiup Dr, Santa Rosa, CA, 95403
Telephone: 707-544-6632

Corwell Asset Management Inc is an adviser based in Santa Rosa. It manages $35.83 million of regulatory assets for 180 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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

Corwell Asset Management: assets under management

The assets under management (AUM) of Corwell Asset Management Inc is $35.83 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $35.83 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $199.08 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Corwell Asset Management Inc for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Corwell Asset Management Inc

Robert Wells has been acting as President since 1 Apr 1989. Robert Harold Wells joined the executive team most recently as the President/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Wells	President	1 Apr 1989	75% - 100%	1955245
Robert Harold Wells	President/chief compliance officer	1 Apr 1989	75% - 100%	1955245

Based in Santa Rosa

The principal office where Corwell Asset Management Inc performs its advisory services is located at 1058 Wikiup Dr, Santa Rosa, CA 95403, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 707-544-6632 or by fax 707-542-2679. The normal business hours are 9am to 3pm on Monday - Friday. You can find more information about the New York firm at www.ecorwell.com.