Overview
Assets Under Management: $163 million
Headquarters: LAKE OSWEGO, OR
High-Net-Worth Clients: 217
Average Client Assets: $772,913
Frequently Asked Questions
CWC ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #127739), CWC ADVISORS, LLC is subject to fiduciary duty under federal law.
CWC ADVISORS, LLC is headquartered in LAKE OSWEGO, OR.
CWC ADVISORS, LLC serves 217 high-net-worth clients according to their SEC filing dated March 13, 2024. View client details ↓
According to their SEC Form ADV, CWC ADVISORS, LLC offers financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. View all service details ↓
CWC ADVISORS, LLC manages $163 million in client assets according to their SEC filing dated March 13, 2024.
According to their SEC Form ADV, CWC ADVISORS, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
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