W3 Properties LLC is a large advisory firm based in San Rafael. It manages $100 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of California.
W3 Properties provides real estate investment management. 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 W3 Properties LLC is $100 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% 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 W3 Properties LLC 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.
The principal office where W3 Properties LLC performs its advisory services is located at 711 Grand Avenue, San Rafael, CA 94901, 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 415-454-3201 or by fax 415-454-3208. The normal business hours are 8:30am - 5:30pm on Monday - Friday. You can find more information about the New York firm at www.w3partnersllc.com.