CWM ADVISORY, LLC
Total AUM
$101M
Employees
6Clients
248Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
11202 RACETRACK ROAD, STE 102
OCEAN PINES
MD 21811
United States
OCEAN PINES
MD 21811
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
(410) 208-1091
Other Offices
1
Financials
Total AUM
$101M
Accounts
559Discretionary
$100.1M
Accounts
552Non-Discretionary
$842.7K
Accounts
7
Clients
Individual Clients
209AUM
$40.1M
HNW Individual Clients
34AUM
$60.9M
Pension/Profit Sharing Plan Clients
5AUM
$0
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
DEFLMDPATXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.