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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