Cws Asset Management

Cws Asset Management (CRD# 168521) is a financial advisory firm headquartered in Visalia, CA. They manage $1,713,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $244,714
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Cws Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Cole Schieferle
CRD#: 6227645
6400 W. Delaware Ct., Visalia, CA 93291
90
Wealthminder
score

Cole Schieferle (CRD# 6227645) is an Investment Advisor Representative working at Cws Asset Management in Visalia, CA and has over 3 years of experience in the finance industry.

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