Cwm, Llc
Omaha, Nebraska
5.0
3 Reviews
CWM, LLC, headquartered in Omaha, NE, is a leading regional investment advisory firm with a strong foothold in the industry. Boasting an impressive portfolio of over 29,890 individual clients, they manage a substantial $19,943,561,000 in assets. With 166 offices strategically positioned across the region, CWM, LLC serves a wide range of clients seeking expert financial guidance. Distinguishing themselves in the market, CWM, LLC specializes in managing employer 401Ks and individual accounts, which collectively account for approximately half of their extensive assets under management. Their proven track record and expertise in this...
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Assets Under Mgmt

$19.94B

Investment Professionals

354

Locations

165

% 401K & Individual

37%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Other: SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS
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