Cwm Partners, LLC
Cwm Partners, LLC (CRD# 299857) is a financial advisory firm headquartered in , . They manage $62,388,548 in 26 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Cwm Partners, LLC
By the Numbers
-
Total Assets Under Management62MILLION
-
Total Number of Accounts26ACCOUNTS
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Average Account Value$2,399,560
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
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Cwm Partners, LLC
1
Mariluz Nunez (CRD# 6430070) is an Investment Advisor Representative working at Cwm Partners, LLC in New York, NY and has over 9 years of experience in the finance industry.
2
Michael Warszawski (CRD# 4594103) is an Investment Advisor Representative working at Cwm Partners, LLC in New York, NY and has over 20 years of experience in the finance industry.
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