MWS CAPITAL CONSULTANTS LLC

750 North State Street
7th Floor
Chicago, Illinois 60654
Tel: 773-412-4302

About MWS CAPITAL CONSULTANTS LLC

MWS CAPITAL CONSULTANTS LLC, formally registered with the SEC as MWS CAPITAL CONSULTANTS LLC. The firm was established in 04/15/2022. They have over 2 offices throughout the country.

MWS CAPITAL CONSULTANTS LLC is a Chicago, Illinois based Financial Planning firm with nearly $157,200,992 assets under management, offering retirement planning & investment advisory services to 425 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	125061
SEC#	801-123695
Assets Managed by Firm	$157,200,992
No. of Clients	425
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	425	$157,200,992
Individuals (other than high net worth individuals)	69	$16,632,999
High net worth individuals	52	$121,310,782
Pension and profit sharing plans	11	$11,989,698
Corporations or other businesses	5	$7,267,513

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