Wrapmanager Inc (Mill Valley) | Adviser Rankings
Wrapmanager Inc Is a Large Advisory Firm Based in Mill Valley. It Manages $318.3 Million of Regulatory Assets for 603 Client Accounts. It Has Been Registered...
Wrapmanager Inc is a large advisory firm based in Mill Valley. It manages $318.3 million of regulatory assets for 603 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 45 other states.
Wrapmanager provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Wrapmanager: assets under management
The assets under management (AUM) of Wrapmanager Inc is $318.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1089% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $318.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $527.87 thousand each.
Wrapmanager has custody of $129.9 million in cash and securities for 191 clients in total but doesn’t act as a qualified custodian.
Investments
The firm invests in exchange traded securities the most. They account for 68% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 14% of the firm’s portfolio. Investments in government bonds form 8% of the total invested assets.
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