Overview
Assets Under Management: $163 million
Headquarters: LAKE OSWEGO, OR
High-Net-Worth Clients: 217
Average Client Assets: $772,913
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 217
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.79
Average High-Net-Worth Client Assets: $772,913
Total Client Accounts: 1,014
Discretionary Accounts: 1,001
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 127739
Last Filing Date: 2024-03-13 00:00:00
Website: https://cwcgroup.com