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CWM PARTNERS, LLC
NEW YORK, NY
(212) 369-2202
SEC #801-78522Total AUM
$153M
Employees
2Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
125 PARK AVENUE, FLOOR 25
NEW YORK
NY 10017
United States
NEW YORK
NY 10017
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Monday - Friday
Phone
(212) 369-2202
Financials
Total AUM
$153M
Accounts
10Discretionary
$3M
Accounts
9Non-Discretionary
$150M
Accounts
1
Clients
None reported
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
NY
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.