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
Mwm Group LLC
By the Numbers
-
Total Assets Under Management244MILLION
-
Total Number of Accounts790ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MD, NJ, NY
Financial Advisors at Mwm Group LLC
1
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.
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