Jonathan
Agresti

Tcw Investment Management Company LLC

CRD#4271544
Investment Advisor
in Los Angeles, CA
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About this Advisor

Jonathan Agresti is a chartered financial analyst based out of Los Angeles, California, with 12 years of work experience. Agresti is an employee of Tcw Investment Management Company LLC. During their career, Agresti has held roles at Trust Company Of The West, Tcw Funds Distributors and Tcw LLC. Agresti maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Washington, D.c., Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, West Virginia and Iowa. Tcw Investment Management Company LLC is an advisory firm operating in Los Angeles, California. The investment advisory business has offices in three locations and a total of 384 employees. It controls $38 billion in assets across its 76 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 47 charities and foundations. Of its 76 customer accounts, 232% belong to high-net-worth individuals who have more than $1 million in assets. Tcw Investment Management Company LLC performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Financial management fees typically depend on which services the firm provides the client. Fee types billed by Tcw Investment Management Company LLC likely are comprised of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

865 S. Figueroa Street Suite 1800
Los Angeles, CA 90017

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Tcw Investment Management Company LLC Brokerage Details

Total Assets Under Management

$37,637,781,315

CA Average: $7,578,581,321
Total Number of Employees

384

CA Average: 43
Total Number of Accounts

76

CA Average: 3,727
Average Account Size

$495,233,965

CA Average: $2,033,427

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Jonathan Agresti Work History

Jonathan has 12 years of experience.

2016 - Present (3 years)

Tcw LLC

2006 - 2015 (9 years)

Trust Company Of The West

2006 - Present (13 years)

Tcw Funds Distributors

Disclosures

Jonathan Agresti has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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