Cwa Asset Management Group
Cwa Asset Management Group (CRD# 158940) is a financial advisory firm headquartered in Naples, FL. They manage $2,531,719,656 in 3,512 accounts and serve the financial needs of clients across 33 states (or territories).
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Total Assets Under Management2,532MILLION
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Total Number of Accounts3,512ACCOUNTS
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Average Account Value$720,877
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NY, OH, PA, PR, SC, TN, TX, UT, VA, VT, WI, WV
Drewry Isaacson (CRD# 6303391) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 10 years of experience in the finance industry.
Lewis Johnson (CRD# 6095890) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 11 years of experience in the finance industry.
Connor Joyce (CRD# 6459005) is an Investment Advisor Representative working at Cwa Asset Management Group in Saint Petersburg, FL and has over 8 years of experience in the finance industry.
Kimberly Key (CRD# 4454805) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 22 years of experience in the finance industry.
Richard Knepfler (CRD# 6753873) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 7 years of experience in the finance industry.
James Love (CRD# 5161600) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 17 years of experience in the finance industry.
Michael Martin (CRD# 3127868) is an Investment Advisor Representative working at Cwa Asset Management Group in Charlotte, NC and has over 24 years of experience in the finance industry.
William McClure (CRD# 6947278) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 5 years of experience in the finance industry.
Deborah Minnick (CRD# 4455417) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 21 years of experience in the finance industry.
Colleen Murphy (CRD# 2452164) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 30 years of experience in the finance industry.