CWS FINANCIAL ADVISORS LLC - Financial Advisor in Michigan, Kalamazoo

Tel: (269) 349-4600 405 West Michigan Avenue Suite 110 Kalamazoo, Michigan 49007

About CWS FINANCIAL ADVISORS LLC

CWS FINANCIAL ADVISORS LLC is a Kalamazoo, Michigan based financial advisory firm with nearly $1,198,728,785 in assets under management and provides investment advisory services for 2149 clients. There are currently 11 financial advisors at the firm.

General Information

Firm CRD#:

297000

Firm SEC#:

801-113289

Assets Under Management:

$1,198,728,785

No. of Clients:

2149

No. of Advisors:

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

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