Sign in
Create a free account
CWA ASSET MANAGEMENT GROUP
NAPLES, FL
239-434-7434
SEC #801-79715Total AUM
$4.5B
Employees
67Clients
1,976Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9130 GALLERIA COURT
THIRD FLOOR
NAPLES
FL 34109
United States
THIRD FLOOR
NAPLES
FL 34109
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
239-434-7434
Other Offices
4
Financials
Total AUM
$4.5B
Accounts
5,041Discretionary
$4.3B
Accounts
4,839Non-Discretionary
$243.7M
Accounts
202
Clients
Individual Clients
952AUM
$347M
HNW Individual Clients
923AUM
$3.9B
Pooled Vehicle Clients
3AUM
$23.5M
Pension/Profit Sharing Plan Clients
40AUM
$116.2M
Charitable Organization Clients
15AUM
$50.8M
Corporation or Business Clients
43AUM
$71.5M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.