Cwa Asset Management Group

Cwa Asset Management Group (CRD# 158940) is a financial advisory firm headquartered in Naples, FL. They manage $2,177,944,822 in 1,333 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,178
    MILLION
  • Total Number of Accounts
    1,333
    ACCOUNTS
  • Average Account Value
    $1,633,867
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
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT, WI, WV

Financial Advisors at Cwa Asset Management Group
Showing 1 - 10 of 36 top financial advisors.
1
Jason A. Baum
CRD#: 5336595
9130 Galleria Court, Third Floor, Naples, FL 34109

Jason Baum (CRD# 5336595) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 16 years of experience in the finance industry.

2
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 15 years of experience in the finance industry.

3
Alexander F. Bouton
CRD#: 6866733
9130 Galleria Court, Third Floor, Naples, FL 34109

Alexander Bouton (CRD# 6866733) 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.

4
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 19 years of experience in the finance industry.

5
Kevin M. Erndl
CRD#: 4773579
9130 Galleria Court, Third Floor, Naples, FL 34109

Kevin Erndl (CRD# 4773579) 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.

6
Blaine M. Ferguson
CRD#: 4799223
9130 Galleria Court, Third Floor, Naples, FL 34109

Blaine Ferguson (CRD# 4799223) 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.

7
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 29 years of experience in the finance industry.

8
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 7 years of experience in the finance industry.

9
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 20 years of experience in the finance industry.

10
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 18 years of experience in the finance industry.

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