Dw Healthcare Management Ii, LLC. is a large advisory firm based in Salt Lake City. It manages $161.9 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2007.
Dw Healthcare Management Ii provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Dw Healthcare Management Ii, LLC. is $161.9 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Dw Healthcare Management Ii, LLC. for their services and products based on fixed fees and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Dw Healthcare Management Ii, LLC. performs its advisory services is located at 6440 South Wasatch Boulevard, Salt Lake City, UT 84121 3559, 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 801-365-4000 or by fax 801-365-4444. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.