MW Investment Strategy
Legal Name: MW INVESTMENT STRATEGY
Full Contact Details
MW Investment Strategy
4370 TOWN CENTER BLVD., SUITE 220, EL DORADO HILLS, CA
(916) 608-4284
Other Info
MW Investment Strategy, a California-based corporation with three employees, one of whom is an advisor, provides investment advice to 16 clients. The firm has been approved by the United States Securities and Exchange Commission and was registered on March 20, 2018.
Acquisition Notice -
Company Our Clients What we believe Our Pledge Services Cash Flow Analysis Investment Management Tax/Estate Planning Approach Accumulating for the future Maintaining funds for a lifetime Quarterly Letter Contact Client Area MW Investment Strategy Acquisition Notice Acquisition Notice Acquisition Not…
Direct Owners
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CRAIG DENNIS VANHULZEN
CHIEF EXECUTIVE OFFICER owns less than 5%
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STEFANUS TEN BRINK
CHIEF COMPLIANCE OFFICER owns less than 5%
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VAN HULZEN ASSET MANAGEMENT
SHAREHOLDER owns 75% or more
Indirect Owners
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CRAIG DENNIS VANHULZEN
MANAGING MEMBER owns more than 50% but less than 75%
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WEDBUSH, INC.
PASSIVE owns more than 25% but less than 50%