CWA Asset Management Group LLC

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Assets, Funds, Holdings

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CWA Asset Management Group LLC
CRD #158940
SEC #801-79715
CIK #
AUM $1.1 BB (94% Disc, 100% US)
Employees45 (64% Investors, 0% Brokers)
Phone239-434-7434
Address9130 Galleria Court
Naples, FL 34109
Links IAPDexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
PAA 17,580.0 23.7
AAPL 843,560.0 13.4
PAGP 3,850.0 10.3
ITI 135.1 9.6
JNJ 369,000.0 8.9
FNV 14,420.0 8.2
XOM 337,850.0 8.0
AMZN 820,610.0 7.8
CWAI 7.2
CVX 234,890.0 5.7
View All
Holdings by Sector ($BB)
Related Firms State AUM ($BB)
CWA Asset Management Group LLC
FL
1.1
TCG Naples LLC
FL
0.1
Comparable Firms State AUM ($BB)
Optima Fund Management LLC
NY
1.2
Gruber & McBaine Capital Management LLC
CA
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
Orchard Square Partners LLC
NY
1.1
ES BARR & Company
KY
1.1