CWCI LLC

900 19th Street Nw
8th Floor
Washington, District of Columbia 20006
Tel: 202-715-9500

About CWCI LLC

CWCI LLC, formally registered with the SEC as CWCI LLC. The firm was established in 11/10/2008. They have over 1 offices throughout the country.

CWCI LLC is a Washington, District of Columbia based Financial Planning firm with nearly $270,166,626 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144535
SEC#	801-69737
Assets Managed by Firm	$270,166,626
No. of Clients	13
No. of Advisors	5

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (SURVEILLANCE)

Firm Client Information

	No. of Clients	AUM
Firm Total	13	$270,166,626

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