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CW INDUSTRIAL PARTNERS, LLC

1100 Superior Ave.
Suite 1725
Cleveland, Ohio 44114
Tel: 216-781-3233

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About CW INDUSTRIAL PARTNERS, LLC

CW INDUSTRIAL PARTNERS, LLC, formally registered with the SEC as CW INDUSTRIAL PARTNERS, LLC. The firm was established in 04/10/2017. They have over 2 offices throughout the country.

CW INDUSTRIAL PARTNERS, LLC is a Cleveland, Ohio based Financial Planning firm with nearly $211,886,212 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#160408
SEC#801-110345
Assets Managed by Firm$211,886,212
No. of Clients3
No. of Advisors10

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (SEE SCHEDULE D - MISCELLANEOUS)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total3$211,886,212

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