Cwm, LLC
Cwm, LLC (CRD# 155344) is a financial advisory firm headquartered in Omaha, NE. They manage $19,943,561,186 in 96,956 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management19,944MILLION
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Total Number of Accounts96,956ACCOUNTS
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Average Account Value$205,697
- 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
Craig Anderson (CRD# 4693896) is an Investment Advisor Representative working at Cwm, LLC in Naperville, IL and has over 16 years of experience in the finance industry.
Steven Anderson (CRD# 5118476) is an Investment Advisor Representative working at Cwm, LLC in Sacramento, CA and has over 17 years of experience in the finance industry.
Charles Andrew (CRD# 6561437) is an Investment Advisor Representative working at Cwm, LLC in Tucson, AZ and has over 8 years of experience in the finance industry.
Mark Anleitner (CRD# 4661368) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 20 years of experience in the finance industry.
Kenneth Anton (CRD# 4055020) is an Investment Advisor Representative working at Cwm, LLC in Austin, TX and has over 24 years of experience in the finance industry.
Daniel Armas (CRD# 4572310) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 21 years of experience in the finance industry.
Timothy Avila (CRD# 6885061) is an Investment Advisor Representative working at Cwm, LLC in Yuma, AZ and has over 5 years of experience in the finance industry.
Bonnie Bailey (CRD# 6695693) is an Investment Advisor Representative working at Cwm, LLC in Hagerstown, MD and has over 7 years of experience in the finance industry.
Mark Bain (CRD# 3139332) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 25 years of experience in the finance industry.
Daniel Barker (CRD# 2872437) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 26 years of experience in the finance industry.