Cws Capital Partners LLC

Cws Capital Partners LLC (CRD# 166871) is a financial advisory firm headquartered in Newport Beach, CA. They manage $464,552,844 in 28 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    465
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $16,591,173
Compensation Options
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IL, TX

Financial Advisors at Cws Capital Partners LLC
No Advisor Found.
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