CWS CAPITAL PARTNERS LLC

14 Corporate Plaza
Ste. 210
Newport Beach, California 92660
Tel: 800-466-0020

About CWS CAPITAL PARTNERS LLC

CWS CAPITAL PARTNERS LLC, formally registered with the SEC as CWS CAPITAL PARTNERS LLC. The firm was established in 04/05/2016. They have over 3 offices throughout the country.

CWS CAPITAL PARTNERS LLC is a Newport Beach, California based Financial Planning firm with nearly $336,334,587 assets under management, offering retirement planning & investment advisory services to 28 clients. The firm is staffed with 51 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166871
SEC#	801-107474
Assets Managed by Firm	$336,334,587
No. of Clients	28
No. of Advisors	51

Fee Structure

Performance Based
Other (REIMBURSED EXPENSES; ASSET MGMT FEE)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (ADVISES PRIVATE REAL ESTATE FUNDS)

Firm Client Information

	No. of Clients	AUM
Firm Total	28	$336,334,587

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