Kws Advisory Group, LLC

Kws Advisory Group, LLC (CRD# 309184) is a financial advisory firm headquartered in Edinburg, TX. They manage $1,326,335 in 31 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

3407 W Alberta Rd, Edinburg, TX 78539

By the Numbers

Total Assets Under Management

1

MILLION
Total Number of Accounts

31

ACCOUNTS
Average Account Value

$42,785

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

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Kws Advisory Group, LLC

Showing 1 - 2 of 2 top financial advisors.

Jeremiah S. Castaneda

CRD#: 6341581

3407 W Alberta Rd, Edinburg, TX 78539

Jeremiah Castaneda (CRD# 6341581) is an Investment Advisor Representative working at Kws Advisory Group, LLC in Edinburg, TX and has over 9 years of experience in the finance industry.

Vania Magallanes

CRD#: 7511846

401 East Hillside Road, Laredo, TX 78041

Vania Magallanes (CRD# 7511846) is an Investment Advisor Representative working at Kws Advisory Group, LLC in Laredo, TX and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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