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Cws Financial Advisors Llc
Kalamazoo, Michigan
5.0
2 Reviews
CWS Financial Advisors LLC, a prominent investment advisory firm headquartered in Kalamazoo, MI, boasts an extensive client base of over 520 individuals, entrusting them with a staggering $988,546,000 in assets under management. With a robust presence in the region, CWS Financial Advisors offers its services through a single office. Although their management of 401K and individual accounts represents less than 30% of their assets under management, the firm possesses the expertise to handle employer funds as well. Impressively, a remarkable 94% of the assets they manage are discretionary, signifying a high level of trust and autonomy...see more
Assets Under Mgmt
$988.55M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
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
- Pension consulting services
- Selection of other advisers
Reviews for Cws Financial Advisors Llc
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