MWM GROUP LLC

335 Washington Ave
Cedarhurst, New York 11516
Tel: 718-696-4000

About MWM GROUP LLC

MWM GROUP LLC, formally registered with the SEC as MWM GROUP LLC. The firm was established in 05/12/2012. They have over 1 offices throughout the country.

MWM GROUP LLC is a Cedarhurst, New York based Financial Planning firm with nearly $306,266,048 assets under management, offering retirement planning & investment advisory services to 986 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164123
SEC#	801-76661
Assets Managed by Firm	$306,266,048
No. of Clients	986
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

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	986	$306,266,048
Individuals (other than high net worth individuals)	224	$73,897,628
High net worth individuals	44	$168,019,475
Pension and profit sharing plans	20	$25,842,134
Charitable organizations	7	$21,320,594
Corporations or other businesses	17	$17,186,217

More Retirement Planning firms in Cedarhurst, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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