Cw Advisors, LLC
Cw Advisors, LLC (CRD# 310873) is a financial advisory firm headquartered in Boston, MA. They manage $6,920,412,973 in 9,978 accounts and serve the financial needs of clients across 37 states (or territories).
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Total Assets Under Management6,920MILLION
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Total Number of Accounts9,978ACCOUNTS
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Average Account Value$693,567
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
Michael Galvin (CRD# 6450223) is an Investment Advisor Representative working at Cw Advisors, LLC in Boston, MA and has 1 year of experience in the finance industry.
Mindy Gasthalter (CRD# 1446745) is an Investment Advisor Representative working at Cw Advisors, LLC in Washington, DC and has over 38 years of experience in the finance industry.
Jennifer Gates (CRD# 2913529) is an Investment Advisor Representative working at Cw Advisors, LLC in Boston, MA and has over 26 years of experience in the finance industry.
Michael Green (CRD# 6120487) is an Investment Advisor Representative working at Cw Advisors, LLC in Boston, MA and has 1 year of experience in the finance industry.
Michael Hamolia (CRD# 6120458) is an Investment Advisor Representative working at Cw Advisors, LLC in Columbia, MD and has 1 year of experience in the finance industry.
Michael Harty (CRD# 5766655) is an Investment Advisor Representative working at Cw Advisors, LLC in Scottsdale, AZ and has over 13 years of experience in the finance industry.
Siobhaun Johnson (CRD# 4292907) is an Investment Advisor Representative working at Cw Advisors, LLC in Boston, MA and has over 23 years of experience in the finance industry.
David Kauffman (CRD# 2188590) is an Investment Advisor Representative working at Cw Advisors, LLC in Boston, MA and has over 32 years of experience in the finance industry.
Jude Kotarides (CRD# 4485021) is an Investment Advisor Representative working at Cw Advisors, LLC in Havre De Grace, MD and has 1 year of experience in the finance industry.
Debra Kriebel (CRD# 4603432) is an Investment Advisor Representative working at Cw Advisors, LLC in Kennett Square, PA and has 1 year of experience in the finance industry.