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).
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Total Assets Under Management2,178MILLION
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Total Number of Accounts1,333ACCOUNTS
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Average Account Value$1,633,867
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
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
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.
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 5 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 19 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 17 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 29 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.