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Building 2MWA FINANCIAL SERVICES, INC.

Map pinROCK ISLAND, IL
Phone309-558-3100
NotebookSEC #801-107091
Total AUM
$640M
Employees
721
Clients
2,012

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1701 1ST AVENUE
ROCK ISLAND
IL 61201
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
309-558-3100
Other Offices
104

ReceiptFinancials

Total AUM
$640M
Accounts
3,724
Discretionary
$0
Accounts
0
Non-Discretionary
$640M
Accounts
3,724

ContactClients

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Individual Clients
1,905
AUM
$504.6M
HNW Individual Clients
76
AUM
$118.3M
Charitable Organization Clients
17
AUM
$9.7M
Corporation or Business Clients
14
AUM
$7.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Violation Finding
State Registrations
AKALARAZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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