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Building 2CWA ASSET MANAGEMENT GROUP

Map pinNAPLES, FL
Phone239-434-7434
NotebookSEC #801-79715
Total AUM
$4.5B
Employees
67
Clients
1,976

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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