WCM Investment Management, based in Laguna Beach, California, is ranked No. 29 on the 2020 CNBC Financial Advisor 100 list. This is the firm's first year on CNBC's FA 100 list.
Total AUM: $42.6B+ (AccuPoint Solutions)
Years in Business: 44 (AccuPoint Solutions)
Accounts Under Management: 9,009 (AccuPoint Solutions)
Previous appearances on FA 100 List: 0
Paul Black, Co-Chief Executive Officer & Portfolio Manager
Kurt Winrich, Co-Chief Executive Officer & Portfolio Manager
281 Brooks Street, Laguna Beach, CA 92651