Cwa Asset Management Group

Cwa Asset Management Group (CRD# 158940) is a financial advisory firm headquartered in Naples, FL. They manage $441,928,080 in 917 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    442
    MILLION
  • Total Number of Accounts
    917
    ACCOUNTS
  • Average Account Value
    $481,928
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, IA, MI, NC, NE, PA, SC, TX

Financial Advisors at Cwa Asset Management Group
Showing 1 - 10 of 15 top financial advisors.
1
Susan J. Bruno
CRD#: 4512857
9045 Strada Stell Court, Suite 106, Naples, FL 34109
96
Wealthminder
score

Susan Bruno (CRD# 4512857) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 14 years of experience in the finance industry. Susan Bruno has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Wesley Alim
CRD#: 5363319
4201 Congress Street Suite 140, Charlotte, NC 28209
93
Wealthminder
score

Wesley Alim (CRD# 5363319) is an Investment Advisor Representative working at Cwa Asset Management Group in Charlotte, NC and has over 9 years of experience in the finance industry. Wesley Alim has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Philip R. Brody
CRD#: 4454110
9045 Strada Stell Court, Suite 106, Naples, FL 34109
93
Wealthminder
score

Philip Brody (CRD# 4454110) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 12 years of experience in the finance industry.

4
Kevin M. Erndl
CRD#: 4773579
9045 Strada Stell Court, Suite 106, Naples, FL 34109
93
Wealthminder
score

Kevin Erndl (CRD# 4773579) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 12 years of experience in the finance industry.

5
James J. Green
CRD#: 1294287
9045 Strada Stell Court, Suite 106, Naples, FL 34109
93
Wealthminder
score

James Green (CRD# 1294287) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 31 years of experience in the finance industry.

6
Matthew J. Hickey
CRD#: 4927058
9045 Strada Stell Court, Suite 106, Naples, FL 34109
93
Wealthminder
score

Matthew Hickey (CRD# 4927058) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 11 years of experience in the finance industry.

7
Lee C. Larson
CRD#: 4758758
223 Williamson, Suite 201, Mooresville, NC 28117
93
Wealthminder
score

Lee Larson (CRD# 4758758) is an Investment Advisor Representative working at Cwa Asset Management Group in Mooresville, NC and has over 11 years of experience in the finance industry.

8
Thomas B. Wade
CRD#: 2049900
9045 Strada Stell Court, Suite 106, Naples, FL 34109
93
Wealthminder
score

Thomas Wade (CRD# 2049900) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 26 years of experience in the finance industry.

9
Daniel K. Cerminara
CRD#: 4202026
9045 Strada Stell Court, Suite 106, Naples, FL 34109
90
Wealthminder
score

Daniel Cerminara (CRD# 4202026) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has 1 year of experience in the finance industry.

10
Grant S. Frederick
CRD#: 3097265
2102 Kimberton Rd., Kimberton, PA 19442
90
Wealthminder
score

Grant Frederick (CRD# 3097265) is an Investment Advisor Representative working at Cwa Asset Management Group in Kimberton, PA and has over 9 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.