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Building 2CWS FINANCIAL ADVISORS LLC

Map pinKALAMAZOO, MI
Phone(269) 349-4600
NotebookSEC #801-113289
Total AUM
$1.3B
Employees
12
Clients
807

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
405 WEST MICHIGAN AVENUE
SUITE 110
KALAMAZOO
MI 49007
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Phone
(269) 349-4600
Other Offices
1

ReceiptFinancials

Total AUM
$1.3B
Accounts
2,156
Discretionary
$1.3B
Accounts
2,151
Non-Discretionary
$5.5M
Accounts
5

ContactClients

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Individual Clients
421
AUM
$175.8M
HNW Individual Clients
381
AUM
$1.1B
Charitable Organization Clients
5
AUM
$14.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILINLAMINCNYOHTNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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