CWH Capital Management is an investment advisor in Spokane with $433.60 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
911672168
SEC advisor number
801-58297
FINRA CRD number
112108
AUM ?
$433.60 mm
(as of 15 Jan 21)
Accounts
1,004
(as of 15 Jan 21)
Employees
11
(6 investment advisory or research)
Address
CWH Capital Management
201 W. NORTH RIVER DRIVE
SUITE 380
SPOKANE
WA 99201
201 W. NORTH RIVER DRIVE
SUITE 380
SPOKANE
WA 99201
Office hours
Monday - Friday, 8:00AM TO 5:00PM
Phone
509-444-7007
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Hart, Craig, William | President, (Ceo), Chief Financial Officer and Director | 02/1995 | < 5% |
Olsen, Erin, Grace Kijima | Chief Compliance Officer | 09/2019 | < 5% |
Mercer Global Advisors Inc. | Parent Company | 12/2020 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Feb 21
13F-HR
Quarterly holdings report by institutional manager
21 Oct 20
13F-HR
Quarterly holdings report by institutional manager
17 Jul 20
13F-HR
Quarterly holdings report by institutional manager
1 May 20
13F-HR
Quarterly holdings report by institutional manager
17 Jan 20
13F-HR
Quarterly holdings report by institutional manager
28 Oct 19
13F-HR
Quarterly holdings report by institutional manager
14 Aug 19
13F-HR
Quarterly holdings report by institutional manager
13 May 19
13F-HR
Quarterly holdings report by institutional manager
30 Jan 19
13F-HR
Quarterly holdings report by institutional manager
13 Nov 18