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CWM, LLC

Tel: 402-330-0808
14600 Branch St.
Omaha, Nebraska  68154

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CWM, LLC

CWM, LLC is a Omaha, Nebraska based financial advisory firm with nearly $26,774,389,503 in assets under management and provides investment advisory services for 110327 clients. There are currently 1111 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Other (SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR FEES FROM OTHER INVESTMENT ADVISOR

Firm CRD#:

155344

SEC#:

801-72037

No. of Clients:

110327

Assets under Management

$26,774,389,503

No. of Advisors:

1111

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