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 5 offices throughout the country.

CWA ASSET MANAGEMENT GROUP is a Naples, Florida based Financial Planning firm with nearly $2,177,944,822 assets under management, offering retirement planning & investment advisory services to 1333 clients. The firm is staffed with 47 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158940
SEC#	801-79715
Assets Managed by Firm	$2,177,944,822
No. of Clients	1333
No. of Advisors	47

Fee Structure

A Percentage of AUM
Fixed Fees
Other(FINANCIAL PLANNING FEES)

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Selection of Other Advisors
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1333	$2,177,944,822
Individuals (other than high net worth individuals)	728	$246,951,589
High net worth individuals	517	$1,599,069,021
Pension and profit sharing plans	25	$31,826,707
Charitable organizations	14	$62,715,724
Corporations or other businesses	49	$237,381,781

Inquire with CWA ASSET MANAGEMENT GROUP

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