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Home > Retirement Planners > illinois > rock island > MWA FINANCIAL SERVICES, INC.
MWA FINANCIAL SERVICES, INC.
1701 1st Avenue
Rock Island, Illinois 61201
Tel: 309-558-3100
About MWA FINANCIAL SERVICES, INC.
MWA FINANCIAL SERVICES, INC, formally registered with the SEC as MWA FINANCIAL SERVICES, INC. The firm was established in 01/04/2016. They have over 82 offices throughout the country.
MWA FINANCIAL SERVICES, INC. is a Rock Island, Illinois based Financial Planning firm with nearly $216,092,715 assets under management, offering retirement planning & investment advisory services to 1432 clients. The firm is staffed with 685 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 112630 |
| SEC# | 801-107091 |
| Assets Managed by Firm | $216,092,715 |
| No. of Clients | 1432 |
| No. of Advisors | 685 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1432 | $216,092,715 |
| Individuals (other than high net worth individuals) | 1382 | $162,698,100 |
| High net worth individuals | 30 | $46,437,621 |
| Charitable organizations | 7 | $1,488,383 |
| Corporations or other businesses | 13 | $5,468,611 |
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|---|---|---|---|
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| $545,530,164,135 | 401 | 220 | |
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