Mwa Asset Management
Mwa Asset Management (CRD# 142912) is a financial advisory firm headquartered in Lexington, MA. They manage $231,260,102 in 409 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management231MILLION
-
Total Number of Accounts409ACCOUNTS
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Average Account Value$565,428
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
- Pension consulting services
- 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.
FL, MA, NH, NJ, TX
Financial Advisors at Mwa Asset Management
1
Michael Capobianco (CRD# 2159543) is an Investment Advisor Representative working at Mwa Asset Management in Lexington, MA and has over 32 years of experience in the finance industry.
2
Randall Tavilla (CRD# 4536334) is an Investment Advisor Representative working at Mwa Asset Management in Lexington, MA and has over 21 years of experience in the finance industry.
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