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CW ADVISORS, LLC
155 Seaport Blvd
3rd Floor
Boston, Massachusetts 02210
Tel: (617) 428-7600
About CW ADVISORS, LLC
CW ADVISORS, LLC, formally registered with the SEC as CW ADVISORS, LLC. The firm was established in 10/21/2020. They have over 15 offices throughout the country.
CW ADVISORS, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $6,920,412,973 assets under management, offering retirement planning & investment advisory services to 9978 clients. The firm is staffed with 76 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310873 |
| SEC# | 801-119667 |
| Assets Managed by Firm | $6,920,412,973 |
| No. of Clients | 9978 |
| No. of Advisors | 76 |
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 pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9978 | $6,920,412,973 |
| Individuals (other than high net worth individuals) | 935 | $459,109,979 |
| High net worth individuals | 1443 | $5,896,761,045 |
| Pension and profit sharing plans | 5 | $44,230,401 |
| Charitable organizations | 11 | $32,147,553 |
| Other investment advisers | 12 | $362,279,854 |
| Corporations or other businesses | 15 | $124,986,941 |
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