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).
-
Total Assets Under Management26,774MILLION
-
Total Number of Accounts110,327ACCOUNTS
-
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
James Couzens (CRD# 55459) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 38 years of experience in the finance industry.
Jeffrey Couzens (CRD# 2979823) is an Investment Advisor Representative working at Cwm, LLC in Wallingford, CT and has over 24 years of experience in the finance industry.
Halley Craig (CRD# 5882524) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 11 years of experience in the finance industry.
Marta Curry (CRD# 4868248) is an Investment Advisor Representative working at Cwm, LLC in Witchita, KS and has over 18 years of experience in the finance industry.
Lori Daff-Siggins (CRD# 4449107) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 22 years of experience in the finance industry.
Eugene Daniller (CRD# 2536779) is an Investment Advisor Representative working at Cwm, LLC in Bethesda, MD and has over 29 years of experience in the finance industry.
Faron Daugs (CRD# 2177774) is an Investment Advisor Representative working at Cwm, LLC in Libertyville, IL and has over 32 years of experience in the finance industry.
Michael David (CRD# 2880609) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 26 years of experience in the finance industry.
George Davis (CRD# 5205200) is an Investment Advisor Representative working at Cwm, LLC in Yuma, AZ and has over 17 years of experience in the finance industry.
James Degaetano (CRD# 4568113) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 21 years of experience in the finance industry.