DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
CWM, LLC
Tel: 402-330-0808
14600 Branch St. Omaha, Nebraska 68154
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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