1Ws Capital Advisors, LLC
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Overview
1Ws Capital Advisors, LLC is a financial advisor company located in New York, New York. 1Ws Capital Advisors, LLC administers $162.8 million in total assets across one customer account, making it a mid-tier financial advisory firm in the country by assets under management (AUM). The firm has an average-sized group, including 47 financial advisors. 1Ws Capital Advisors, LLC does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are tradable financial investments such as bonds, options and stocks.
1Ws Capital Advisors, LLC manages all of the company's accounts in a discretionary manner. Discretionary management means that buy and sell judgments are made by a portfolio manager without needing to seek client permission. The investment advisory firm oversees about $162.8 million for every client account. The typical advisor at 1Ws Capital Advisors, LLC oversees fewer than one client account, making it one of the most individualized firms in the country.
1Ws Capital Advisors, LLC's main office is located at 299 Park Avenue, New York, New York 10171.
Assets Under Management
Number of Advisors
Disclosures
Office Location
1Ws Capital Advisors, LLC by the Numbers
$162.8 million
96
1
$162.8 million
Fee Structure
Fees charged by financial advisors are based on the type of services offered. However, fees charged by the company typically consist of the following fee structure: asset-based. The company does not provide a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
1Ws Capital Advisors, LLC caters to investment companies. 1Ws Capital Advisors, LLC's biggest client by number of accounts is investment companies. None of the company's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
1Ws Capital Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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