503 E Washington Ave.
Suite 1b
Newtown, Pennsylvania 18940
Tel: (215) 710-0737
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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