Cwa Asset Management Group

Cwa Asset Management Group (CRD# 158940) is a financial advisory firm headquartered in Naples, FL. They manage $2,018,789,339 in 1,134 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,019
    MILLION
  • Total Number of Accounts
    1,134
    ACCOUNTS
  • Average Account Value
    $1,780,238
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, IL, IN, MD, MI, NC, ND, NE, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA

Financial Advisors at Cwa Asset Management Group
Showing 1 - 10 of 30 top financial advisors.
1
William N. Beynon
CRD#: 2849087
9130 Galleria Court, Third Floor, Naples, FL 34109

William Beynon (CRD# 2849087) 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.

2
Philip R. Brody
CRD#: 4454110
9130 Galleria Court, Third Floor, Naples, FL 34109

Philip Brody (CRD# 4454110) 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.

3
John P. Folz
CRD#: 2419796
9130 Galleria Court, Third Floor, Naples, FL 34109

John Folz (CRD# 2419796) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 28 years of experience in the finance industry.

4
Jeffrey M. Galati
CRD#: 5763130
9130 Galleria Court, Third Floor, Naples, FL 34109

Jeffrey Galati (CRD# 5763130) 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. Jeffrey Galati 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.

5
Roxane Kronon Galati
CRD#: 4410774
9130 Galleria Court, Third Floor, Naples, FL 34109

Roxane Kronon Galati (CRD# 4410774) 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. Roxane Kronon Galati 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.

6
James J. Green
CRD#: 1294287
9130 Galleria Court, Third Floor, Naples, FL 34109

James Green (CRD# 1294287) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 37 years of experience in the finance industry.

7
Matthew J. Hickey
CRD#: 4927058
9130 Galleria Court, Third Floor, Naples, FL 34109

Matthew Hickey (CRD# 4927058) 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.

8
Lewis M. Johnson
CRD#: 6095890
9130 Galleria Court, Third Floor, Naples, FL 34109

Lewis Johnson (CRD# 6095890) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 9 years of experience in the finance industry.

9
Kimberly R. Key
CRD#: 4454805
9130 Galleria Court, Third Floor, Naples, FL 34109

Kimberly Key (CRD# 4454805) 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.

10
Richard Knepfler
CRD#: 6753873
9130 Galleria Court, Third Floor, Naples, FL 34109

Richard Knepfler (CRD# 6753873) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 5 years of experience in the finance industry.

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