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Building 2CWM ADVISORY, LLC

Map pinOCEAN PINES, MD
Phone(410) 208-1091
NotebookSEC #801-135493
Total AUM
$101M
Employees
6
Clients
248

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11202 RACETRACK ROAD, STE 102
OCEAN PINES
MD 21811
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(410) 208-1091
Other Offices
1

ReceiptFinancials

Total AUM
$101M
Accounts
559
Discretionary
$100.1M
Accounts
552
Non-Discretionary
$842.7K
Accounts
7

ContactClients

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Individual Clients
209
AUM
$40.1M
HNW Individual Clients
34
AUM
$60.9M
Pension/Profit Sharing Plan Clients
5
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLMDPATXVA

HandshakeAffiliates

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

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