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MWM GROUP LLC

Tel: 718-696-4000
335 Washington Ave
Cedarhurst, New York  11516

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MWM GROUP LLC

MWM GROUP LLC is a Cedarhurst, New York based financial advisory firm with nearly $306,266,048 in assets under management and provides investment advisory services for 986 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Commission Based

Firm CRD#:

164123

SEC#:

801-76661

No. of Clients:

986

Assets under Management

$306,266,048

No. of Advisors:

4

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