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 11 - 20 of 36 top financial advisors.
11
Drewry Isaacson
CRD#: 6303391
9130 Galleria Court, Third Floor, Naples, FL 34109

Drewry Isaacson (CRD# 6303391) 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.

12
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 10 years of experience in the finance industry.

13
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 22 years of experience in the finance industry.

14
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 7 years of experience in the finance industry.

15
James E. Love
CRD#: 5161600
9130 Galleria Court, Third Floor, Naples, FL 34109

James Love (CRD# 5161600) 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.

16
Michael S. Martin
CRD#: 3127868
4201 Congress Street, Sutie 140, Charlotte, NC 28209

Michael Martin (CRD# 3127868) is an Investment Advisor Representative working at Cwa Asset Management Group in Charlotte, NC and has over 24 years of experience in the finance industry.

17
William H. McClure
CRD#: 6947278
9130 Galleria Court, Third Floor, Naples, FL 34109

William McClure (CRD# 6947278) 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.

18
Deborah L. Minnick
CRD#: 4455417
9130 Galleria Court, Third Floor, Naples, FL 34109

Deborah Minnick (CRD# 4455417) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 21 years of experience in the finance industry.

19
Colleen M. Murphy
CRD#: 2452164
9130 Galleria Court, Third Floor, Naples, FL 34109

Colleen Murphy (CRD# 2452164) 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.

20
Todd F. Sampson
CRD#: 6120984
9130 Galleria Court, Third Floor, Naples, FL 34109

Todd Sampson (CRD# 6120984) 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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