Dwm Asset Management Pty Ltd is a large advisory firm based in Erasmuskloof,Pretoria East, Gauteng. It manages $30 million of regulatory assets for 1,000 client accounts. It has been registered with the SEC as an adviser since 2001.
Dwm Asset Management Pty provides portfolio management for individuals and small businesses, portfolio management for investment companies, and 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 Dwm Asset Management Pty Ltd is $30 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -54% 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 Dwm Asset Management Pty Ltd for their services and products based on a percentage of assets under management 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.
Jacobus Stydom Van Wyk has been acting as President since 1 Nov 1997. Irma Du Plessis joined the executive team most recently as the Compliance Director.
The principal office where Dwm Asset Management Pty Ltd performs its advisory services is located at Castle Walk Office Park,Block B, Erasmuskloof,Pretoria East, Gauteng, 0048 The mailing address of the firm is P.O. Box 11657, Erasmuskloof, 0048. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 011-27-12-484-2000 or by fax 011-27-12-484-2001. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.dwm.co.za.