Mwm Group LLC

Mwm Group LLC (CRD# 164123) is a financial advisory firm headquartered in Cedarhurst, NY. They manage $244,328,805 in 790 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
335 Washington Ave, Cedarhurst, NY 11516
By the Numbers
  • Total Assets Under Management
    244
    MILLION
  • Total Number of Accounts
    790
    ACCOUNTS
  • Average Account Value
    $309,277
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MD, NJ, NY

Financial Advisors at Mwm Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
Sara Aloni, financial advisor Cedarhurst NY
Sara G. Aloni
CRD#: 5514854
335 Washington Ave, Cedarhurst, NY 11516

Sara Aloni (CRD# 5514854) is an Investment Advisor Representative working at Mwm Group LLC in Cedarhurst, NY and has over 8 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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