Pwa Financial

Pwa Financial (CRD# 165369) is a financial advisory firm headquartered in Newtown, PA. They manage $232,450,738 in 1,025 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
503 E Washington Ave., Suite 1b, Newtown, PA 18940
https://www.pwafinancial.com
By the Numbers
  • Total Assets Under Management
    232
    MILLION
  • Total Number of Accounts
    1,025
    ACCOUNTS
  • Average Account Value
    $226,781
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, NJ, NY, PA, TX

Financial Advisors at Pwa Financial
Showing 1 - 3 of 3 top financial advisors.
1
Michael Carlucci, financial advisor Newtown PA
Michael D. Carlucci
CRD#: 2665833
503 E Washington Ave., Suite 1b, Newtown, PA 18940

Michael Carlucci (CRD# 2665833) is an Investment Advisor Representative working at Pwa Financial in Newtown, PA and has over 28 years of experience in the finance industry.

2
Kenneth Coniglio, financial advisor Newtown PA
Kenneth C. Coniglio
CRD#: 4423253
503 E Washington Ave., Suite 1b, Newtown, PA 18940

Kenneth Coniglio (CRD# 4423253) is an Investment Advisor Representative working at Pwa Financial in Newtown, PA and has over 22 years of experience in the finance industry.

3
Christopher McNesby, financial advisor Newtown PA
Christopher McNesby
CRD#: 4458026
503 E Washington Ave., Suite 1b, Newtown, PA 18940

Christopher McNesby (CRD# 4458026) is an Investment Advisor Representative working at Pwa Financial in Newtown, PA and has over 22 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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