MWM GROUP LLC
Total AUM
$431M
Employees
4Clients
364Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
335 WASHINGTON AVE
CEDARHURST
NY 11516
United States
CEDARHURST
NY 11516
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
718-696-4000
Financials
Total AUM
$431M
Accounts
971Discretionary
$428.6M
Accounts
968Non-Discretionary
$2.4M
Accounts
3
Clients
Individual Clients
265AUM
$53.2M
HNW Individual Clients
63AUM
$195.4M
Corporation or Business Clients
36AUM
$182.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLMDNJNYPA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.