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 32 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
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
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.
Stephen Smith (CRD# 4600367) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has 1 year of experience in the finance industry.
Lori Taylor (CRD# 4199675) is an Investment Advisor Representative working at Cwa Asset Management Group in Cary, NC and has over 17 years of experience in the finance industry.
Joseph Tornincaso (CRD# 1433148) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 38 years of experience in the finance industry.
John Walker (CRD# 5256145) is an Investment Advisor Representative working at Cwa Asset Management Group in Jacksonville, FL and has over 17 years of experience in the finance industry.
Shad White (CRD# 5557427) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 13 years of experience in the finance industry.
Zev Abraham (CRD# 2791886) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 2 years of experience in the finance industry.
Mikaela Hutton (CRD# 7369287) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 2 years of experience in the finance industry.
Jo Anne Keck (CRD# 4709320) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 12 years of experience in the finance industry.
Tyler Knight (CRD# 7430434) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 2 years of experience in the finance industry.