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CWA ASSET MANAGEMENT GROUP
9130 Galleria Court
Third Floor
Naples, Florida 34109
Tel: 239-434-7434
About CWA ASSET MANAGEMENT GROUP
CWA ASSET MANAGEMENT GROUP, formally registered with the SEC as CWA ASSET MANAGEMENT GROUP. The firm was established in 05/22/2014. They have over 4 offices throughout the country.
CWA ASSET MANAGEMENT GROUP is a Naples, Florida based Financial Planning firm with nearly $2,531,719,656 assets under management, offering retirement planning & investment advisory services to 3512 clients. The firm is staffed with 51 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 158940 |
| SEC# | 801-79715 |
| Assets Managed by Firm | $2,531,719,656 |
| No. of Clients | 3512 |
| No. of Advisors | 51 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3512 | $2,531,719,656 |
| Individuals (other than high net worth individuals) | 773 | $260,223,289 |
| High net worth individuals | 676 | $2,011,776,231 |
| Pension and profit sharing plans | 48 | $38,575,095 |
| Charitable organizations | 15 | $28,980,755 |
| Corporations or other businesses | 63 | $192,164,286 |
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