William
Orke
Wcm Investment Management
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About this Advisor
William Orke is a financial advisor who works in Laguna Beach, California with a total of 12 years of industry experience. Orke currently works for Wcm Investment Management. During their career, Orke has held roles at Wcm Investment Management and Imst Distributors, LLC. Orke maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Louisiana. Wcm Investment Management is an advisory company headquartered in Laguna Beach, CA. It has offices in three locations and a total of 79 advisors. It handles $61 billion in assets under management among its 9,075 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 264 charitable organizations. Of its 9,075 accounts, 20% are associated with high-net-worth clients who have at least $1 million in investable assets. Wcm Investment Management 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. A financial advisor's fee schedules largely vary depending on the financial services provided. However, fees charged by Wcm Investment Management can consist of any combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wcm Investment Management Brokerage Details
$60,537,932,174
79
9,075
$6,670,847
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
William Orke Work History
William has been registered as a financial advisor for 12 years.*
Imst Distributors, LLC
Wcm Investment Management
Imst Distributors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Orke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wcm Investment Management
Saint Louis, MO
Laguna Beach, CA
Saint Louis, MO
Laguna Beach, CA
Cincinnati, OH
Laguna Beach, CA
Laguna Beach, CA
Laguna Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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