Cwm Financial Group, Inc.
Cwm Financial Group, Inc. (CRD# 117255) is a financial advisory firm headquartered in Rockville, MD. They manage $54,593,121 in 146 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management55MILLION
Total Number of Accounts146ACCOUNTS
Average Account Value$373,925
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
DC, MD, VA
John Peterson (CRD# 2282223) is an Investment Advisor Representative working at Cwm Financial Group, Inc. in Rockville, MD and has over 25 years of experience in the finance industry. John Peterson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.