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Building 2CWM FINANCIAL GROUP, INC.

Map pinGAITHERSBURG, MD
Phone301-840-1188
NotebookSEC #801-65119
Total AUM
$36.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
953 RUSSELL AVENUE
SUITE D
GAITHERSBURG
MD 20879-3284
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
301-840-1188

ReceiptFinancials

Total AUM
$36.6M
Accounts
123
Discretionary
$0
Accounts
0
Non-Discretionary
$36.6M
Accounts
123

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
GENERAL CONSULTATION SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCMDVA

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

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