Cwm Financial Group, Inc.

Cwm Financial Group, Inc. (CRD# 117255) is a financial advisory firm headquartered in Rockville, MD. They manage $82,990,842 in 174 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    174
    ACCOUNTS
  • Average Account Value
    $476,959
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, MD, VA

Financial Advisors at Cwm Financial Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
John D. Peterson
CRD#: 2282223
1 Research Court, Suite 450, Rockville, MD 20850

John Peterson (CRD# 2282223) is an Investment Advisor Representative working at Cwm Financial Group, Inc. in Rockville, MD and has over 31 years of experience in the finance industry.

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