Wb Capital Management Inc. (West Des Moines)

Wb Capital Management Inc. is a large advisory firm based in West Des Moines. It manages $4.55 billion of regulatory assets for 614 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Georgia, Illinois, and 3 other states.

Wb Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, publication of newsletters, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wb Capital Management: assets under management

The assets under management (AUM) of Wb Capital Management Inc. is $4.55 billion. The firm's AUM has grown by 983% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.72 billion in discretionary accounts and $830.69 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.08 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $415.34 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wb Capital Management Inc. for their services and products based on a percentage of assets under management, 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.

Careers at Wb Capital Management Inc.

David Richard Milligan has been acting as President since 1 Oct 2003. Laurie Lynn Mardis joined the executive team most recently as the Treasurer.

Direct owners and executive officers

Based in West Des Moines

The principal office where Wb Capital Management Inc. performs its advisory services is located at 1415 28 Th Street, West Des Moines, IA 50266 1461, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number [515] 244-5426 or by fax [877] 656-9691. The normal business hours are 8:00-5:00 on Monday - Friday. You can find more information about the New York firm at www.vmfcapital.com.

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