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).

Current Firm Details
9130 Galleria Court, Third Floor, Naples, FL 34109
https://www.facebook.com/cwacares
By the Numbers
  • Total Assets Under Management
    2,532
    MILLION
  • Total Number of Accounts
    3,512
    ACCOUNTS
  • Average Account Value
    $720,877
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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 31 - 37 of 37 top financial advisors.
31
Daniel London, financial advisor Naples FL
Daniel B. London
CRD#: 7186085
9130 Galleria Court, Third Floor, Naples, FL 34109

Daniel London (CRD# 7186085) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 4 years of experience in the finance industry.

32
Mark Matten, financial advisor Naples FL
Mark M. Matten
CRD#: 2776692
9130 Galleria Court, Third Floor, Naples, FL 34109

Mark Matten (CRD# 2776692) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 27 years of experience in the finance industry.

33
Nicole Mauriello, financial advisor Naples FL
Nicole A. Mauriello
CRD#: 7596593
9130 Galleria Court, Third Floor, Naples, FL 34109

Nicole Mauriello (CRD# 7596593) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has 1 year of experience in the finance industry.

34
Lane McCallum, financial advisor Naples FL
Lane M. McCallum
CRD#: 7513710
9130 Galleria Court, Third Floor, Naples, FL 34109

Lane McCallum (CRD# 7513710) 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.

35
Santiago Mosquera, financial advisor Naples FL
Santiago Mosquera
CRD#: 7783590
9130 Galleria Court, Third Floor, Naples, FL 34109

Santiago Mosquera (CRD# 7783590) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has 1 year of experience in the finance industry.

36
Douglas Van Woerkom, financial advisor Naples FL
Douglas W. Van Woerkom
CRD#: 6201525
9130 Galleria Court, Third Floor, Naples, FL 34109

Douglas Van Woerkom (CRD# 6201525) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has 1 year of experience in the finance industry.

37
Karen Vilorio Muchnik, financial advisor Naples FL
Karen A. Vilorio Muchnik
CRD#: 6937933
9130 Galleria Court, Third Floor, Naples, FL 34109

Karen Vilorio Muchnik (CRD# 6937933) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 4 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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