CW INSTITUTIONAL, LLC
Total AUM
$32.8M
Employees
10Clients
2Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9130 GALLERIA COURT
3RD FLOOR
NAPLES
FL 34109
United States
3RD FLOOR
NAPLES
FL 34109
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
239-434-7434
Financials
Total AUM
$32.8M
Accounts
2Discretionary
$32.8M
Accounts
2Non-Discretionary
$0
Accounts
0
Clients
Pooled Vehicle Clients
2AUM
$32.8M
Services
Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
FL
Affiliates
Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.