Cwm Advisory, LLC
Cwm Advisory, LLC (CRD# 299923) is a financial advisory firm headquartered in Ocean Pines, MD. They manage $67,731,629 in 492 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management68MILLION
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Total Number of Accounts492ACCOUNTS
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Average Account Value$137,666
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
DE, MD, PA, TX, VA
Harold Carmean (CRD# 3201337) is an Investment Advisor Representative working at Cwm Advisory, LLC in Ocean Pines, MD and has over 25 years of experience in the finance industry.
Tristan Jacobi (CRD# 7027883) is an Investment Advisor Representative working at Cwm Advisory, LLC in Ocean Pines, MD and has over 5 years of experience in the finance industry.
Jordan Talbert (CRD# 7894475) is an Investment Advisor Representative working at Cwm Advisory, LLC in Ocean Pines, MD and has 1 year of experience in the finance industry.