MWA FINANCIAL SERVICES, INC.
Rock Island, Illinois
3.6
29 Reviews
MWA Financial Services, Inc., a reputable investment advisory firm headquartered in Rock Island, IL, operates across a vast network of 62 offices. With a total workforce of 689 employees, a small but specialized percentage focuses on delivering exceptional investment advisory services. MWA Financial Services, Inc. prides itself on its impressive average of $1,330,000 in assets under management per investment advisor.
The firm's compensation structure is diverse, encompassing various methods such as a percentage of assets under management, fixed fees, and hourly charges. Notably, over 80% of the assets under their management are d...
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Assets Under Mgmt
$135.61M
Investment Professionals
102
Locations
61
% 401K & Individual
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Other Business Activities
Broker-dealer (Registered or unregistered)
Insurance broker or agent
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have made false statement, ommision, unfair or Unethical by federal regulatory agency
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
Articles
Articles
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