Cwa Asset Management Group
Cwa Asset Management Group (CRD# 158940) is a financial advisory firm headquartered in Naples, FL. They manage $2,531,719,656 in 3,512 accounts and serve the financial needs of clients across 33 states (or territories).
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Total Assets Under Management2,532MILLION
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Total Number of Accounts3,512ACCOUNTS
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Average Account Value$720,877
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NY, OH, PA, PR, SC, TN, TX, UT, VA, VT, WI, WV
Jason Baum (CRD# 5336595) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 17 years of experience in the finance industry.
William Beynon (CRD# 2849087) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 15 years of experience in the finance industry.
Alexander Bouton (CRD# 6866733) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 6 years of experience in the finance industry.
Philip Brody (CRD# 4454110) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 19 years of experience in the finance industry.
Kevin Erndl (CRD# 4773579) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 20 years of experience in the finance industry.
Blaine Ferguson (CRD# 4799223) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 18 years of experience in the finance industry.
John Folz (CRD# 2419796) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 30 years of experience in the finance industry.
Jeffrey Galati (CRD# 5763130) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 7 years of experience in the finance industry.
Roxane Kronon Galati (CRD# 4410774) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 20 years of experience in the finance industry.
Matthew Hickey (CRD# 4927058) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 18 years of experience in the finance industry.