CWS FINANCIAL ADVISORS LLC

405 West Michigan Avenue
Suite 110
Kalamazoo, Michigan 49007
Tel: (269) 349-4600

About CWS FINANCIAL ADVISORS LLC

CWS FINANCIAL ADVISORS LLC, formally registered with the SEC as CWS FINANCIAL ADVISORS LLC. The firm was established in 05/23/2018. They have over 2 offices throughout the country.

CWS FINANCIAL ADVISORS LLC is a Kalamazoo, Michigan based Financial Planning firm with nearly $1,198,728,785 assets under management, offering retirement planning & investment advisory services to 2149 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297000
SEC#	801-113289
Assets Managed by Firm	$1,198,728,785
No. of Clients	2149
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
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	2149	$1,198,728,785
Individuals (other than high net worth individuals)	455	$178,638,554
High net worth individuals	354	$1,007,656,009
Charitable organizations	5	$12,434,222

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