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PWA FINANCIAL
503 E Washington Ave.
Suite 1b
Newtown, Pennsylvania 18940
Tel: (215) 710-0737
About PWA FINANCIAL
PWA FINANCIAL, formally registered with the SEC as PWA FINANCIAL. The firm was established in 08/17/2020. They have over 1 offices throughout the country.
PWA FINANCIAL is a Newtown, Pennsylvania based Financial Planning firm with nearly $267,948,771 assets under management, offering retirement planning & investment advisory services to 1012 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165369 |
| SEC# | 801-119127 |
| Assets Managed by Firm | $267,948,771 |
| No. of Clients | 1012 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1012 | $267,948,771 |
| Individuals (other than high net worth individuals) | 459 | $100,600,961 |
| High net worth individuals | 60 | $167,347,810 |
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