Overview
Assets Under Management: $341 million
Headquarters: BOCA RATON, FL
High-Net-Worth Clients: 33
Average Client Assets: $10 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.98
Average High-Net-Worth Client Assets: $10 million
Total Client Accounts: 292
Discretionary Accounts: 292
Regulatory Filings
CRD Number: 131324
Last Filing Date: 2025-02-13 00:00:00
Website: https://cwsglobal.com