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CW ADVISORS, LLC
BOSTON, MA
(617) 428-7600
SEC #801-119667Total AUM
$15.2B
Employees
152Clients
6,543Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
155 SEAPORT BLVD
3RD FLOOR
BOSTON
MA 02210
United States
3RD FLOOR
BOSTON
MA 02210
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
(617) 428-7600
Other Offices
26
Financials
Total AUM
$15.2B
Accounts
23,756Discretionary
$14.8B
Accounts
22,815Non-Discretionary
$437.7M
Accounts
941
Clients
Individual Clients
3,169AUM
$1.4B
HNW Individual Clients
3,257AUM
$13B
Banking Clients
1AUM
$918.8K
Pooled Vehicle Clients
1AUM
$33M
Pension/Profit Sharing Plan Clients
61AUM
$294.7M
Charitable Organization Clients
24AUM
$41.5M
Investment Advisor Clients
7AUM
$303.6M
Corporation or Business Clients
23AUM
$149.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.