MWM GROUP LLC - Financial Advisor in New York, Cedarhurst

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

About 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

Firm CRD#:

164123

Firm SEC#:

801-76661

Assets Under Management:

$306,266,048

No. of Clients:

986

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, Commission Based

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FirmCRD#:322281

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No. of Advisors:2

No. of Clients:16

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