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MWA ASSET MANAGEMENT
55 Ferncroft Road
Suite 305
Danvers, Massachusetts 01923
Tel: 781-263-1600
About MWA ASSET MANAGEMENT
MWA ASSET MANAGEMENT, formally registered with the SEC as MWA ASSET MANAGEMENT. The firm was established in 03/19/2018. They have over 1 offices throughout the country.
MWA ASSET MANAGEMENT is a Danvers, Massachusetts based Financial Planning firm with nearly $231,260,102 assets under management, offering retirement planning & investment advisory services to 409 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 142912 |
| SEC# | 801-112638 |
| Assets Managed by Firm | $231,260,102 |
| No. of Clients | 409 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 409 | $231,260,102 |
| Individuals (other than high net worth individuals) | 70 | $20,538,013 |
| High net worth individuals | 104 | $207,662,138 |
| Pension and profit sharing plans | Fewer than 5 clients | $3,059,951 |
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