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
Thomas Hall (CRD# 2315377) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 31 years of experience in the finance industry.
Jeffrey Harris (CRD# 6420430) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 8 years of experience in the finance industry.
Randy Harrison (CRD# 2985553) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 21 years of experience in the finance industry.
J. Hunter Hart (CRD# 6072782) is an Investment Advisor Representative working at Cwm, LLC in Bethesda, MD and has over 11 years of experience in the finance industry.
John Harty (CRD# 2664328) is an Investment Advisor Representative working at Cwm, LLC in San Rafael, CA and has over 26 years of experience in the finance industry.
Melanie Hasty-Grant (CRD# 3185270) is an Investment Advisor Representative working at Cwm, LLC in Owasso, OK and has over 25 years of experience in the finance industry.
Kyle Hatch (CRD# 5031269) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 18 years of experience in the finance industry.
Abbey Henderson (CRD# 3190203) is an Investment Advisor Representative working at Cwm, LLC in Concord, MA and has over 25 years of experience in the finance industry.
Shannon Herrell (CRD# 6369751) is an Investment Advisor Representative working at Cwm, LLC in Nevada, MO and has over 8 years of experience in the finance industry.
Cody Hildebrand (CRD# 6924285) is an Investment Advisor Representative working at Cwm, LLC in Quincy, IL and has over 5 years of experience in the finance industry.