Cwm, LLC
Cwm, LLC (CRD# 155344) is a financial advisory firm headquartered in Omaha, NE. They manage $26,774,389,503 in 110,327 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management26,774MILLION
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Chad Focht (CRD# 4414395) is an Investment Advisor Representative working at Cwm, LLC in Sioux Falls, SD and has over 10 years of experience in the finance industry.
Scott Ford (CRD# 2466641) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 25 years of experience in the finance industry.
Matthew Friedrichsen (CRD# 4027806) is an Investment Advisor Representative working at Cwm, LLC in West Des Moines, IA and has over 24 years of experience in the finance industry.
Michelle Frommeyer (CRD# 4939985) is an Investment Advisor Representative working at Cwm, LLC in Covington, KY and has over 18 years of experience in the finance industry.
Zainab Gandhi (CRD# 5484679) is an Investment Advisor Representative working at Cwm, LLC in Katy, TX and has over 15 years of experience in the finance industry.
Rodrigo Garay (CRD# 4826001) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 18 years of experience in the finance industry.
Michael Garmone (CRD# 5432106) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 16 years of experience in the finance industry.
Patricia Garner (CRD# 5135327) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 17 years of experience in the finance industry.
Lorenzo Gaudioso (CRD# 3230878) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 20 years of experience in the finance industry.
Gregory Gaynier (CRD# 1061226) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 41 years of experience in the finance industry.