Cwm, LLC
Cwm, LLC (CRD# 155344) is a financial advisory firm headquartered in Omaha, NE. They manage $26,774,389,503 in 110,327 accounts and serve the financial needs of clients across 52 states (or territories).
-
Total Assets Under Management26,774MILLION
-
Total Number of Accounts110,327ACCOUNTS
-
Average Account Value$242,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Bradley Dillon (CRD# 2886377) is an Investment Advisor Representative working at Cwm, LLC in San Rafael, CA and has over 26 years of experience in the finance industry.
Brent Dome (CRD# 3203309) is an Investment Advisor Representative working at Cwm, LLC in Wichita, KS and has over 25 years of experience in the finance industry.
Grant Dorhout (CRD# 6852803) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 6 years of experience in the finance industry.
Robert Dumas (CRD# 6011121) is an Investment Advisor Representative working at Cwm, LLC in Thibodaux, LA and has over 11 years of experience in the finance industry.
Michael Edwards (CRD# 2357756) is an Investment Advisor Representative working at Cwm, LLC in Doylestown, PA and has over 31 years of experience in the finance industry.
Justin Ehle (CRD# 5423210) is an Investment Advisor Representative working at Cwm, LLC in Amarillo, TX and has over 14 years of experience in the finance industry.
Adrian Elder (CRD# 5424829) is an Investment Advisor Representative working at Cwm, LLC in Yuma, AZ and has over 16 years of experience in the finance industry.
Kevin Engbers (CRD# 1681964) is an Investment Advisor Representative working at Cwm, LLC in Sioux Falls, SD and has over 36 years of experience in the finance industry.
Anna Fagan (CRD# 4529067) is an Investment Advisor Representative working at Cwm, LLC in Edgewater, MD and has over 21 years of experience in the finance industry.
Jeffrey Fattig (CRD# 4966758) is an Investment Advisor Representative working at Cwm, LLC in Lake Jackson, TX and has over 18 years of experience in the finance industry.