CWA Asset Management Group LLC

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CAFR Data
CWA Asset Management Group LLC
CRD #158940
SEC #801-79715
CIK #
AUM $1.1 BB (94% Disc, 100% US)
Employees45 (64% Investors, 0% Brokers)
Phone239-434-7434
Address9130 Galleria Court
Naples, FL 34109
Source [IAPD] [Website]
Total AUM ($MM)
112590067545022502011201420172020
Sector Holding Cap ($MM) Value ($MM)
PAA17,580.033.8
AAPL843,560.020.2
AMZN820,610.014.0
JNJ369,000.010.6
PAGP3,850.09.7
FNV14,420.08.9
FCN2,790.07.4
DUK65,690.07.3
SO53,180.07.2
GRMN15,890.07.1
View All
Holdings by Sector ($)
0.40.30.20.20.10.02015201620182020
Related Firms State AUM ($BB)
CWA Asset Management Group LLC
FL 1.1
TCG Naples LLC
FL 0.1
Comparable Firms State AUM ($BB)
Cacti Asset Management LLC
GA 1.2
Optima Fund Management LLC
NY 1.2
Punch & Associates Investment Management Inc
MN 1.2
Alpha Cubed Investments LLC
CA 1.1
Veris Wealth Partners LLC
CA 1.1
Saguenay Strathmore Capital LLC
NY 1.1
Redwood Investment Management LLC
AZ 1.1
Regan Capital LLC
TX 1.1
ES Barr & Company
KY 1.1
Independence Capital Asset Partners LLC
CO 1.1
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