CWA Asset Management Group, headquartered in Naples, FL, is a prominent local investment advisory firm with a strong presence in the industry. With five offices, CWA Asset Management Group boasts a team of 47 talented professionals, 23 of whom specialize in providing expert investment advisory services. Their comprehensive expertise and dedication to client success have allowed them to amass an impressive average of $94,690,000 in assets under management per investment advisor, aligning with the industry average.
With a diverse compensation structure, including a percentage of assets under management and fixed fees, CWA Asset Man...
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Assets Under Mgmt
$2.18B
Investment Professionals
23
Locations
4
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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