Overview
Assets Under Management: $184 million
Headquarters: SALEM, OR
High-Net-Worth Clients: 2
Average Client Assets: $50 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.54
Average High-Net-Worth Client Assets: $50 million
Total Client Accounts: 872
Discretionary Accounts: 872
Regulatory Filings
CRD Number: 305737
Filing ID: 2000873
Last Filing Date: 2025-06-30 13:51:00
Website: https://cwa2020.com