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| CWA Asset Management Group LLC
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| |
|---|---|
| CRD # | 158940 |
| SEC # | 801-79715 |
| CIK # | 0001667134 |
| AUM | $2.5 BB (2024-05-08) |
| Employees | 51 (55% Investors, 2% Brokers) |
| Phone | 239-434-7434 |
| Address | 9130 Galleria Court Naples, FL 34109 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001667134 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 773 | 0.3 |
| (b) Individuals (high net worth individuals) | 676 | 2.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 48 | 0.0 |
| (h) Charitable organizations | 15 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 63 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,512 | 2.5 |
| By Discretionary | ||
| Discretionary | 3,304 | 2.4 |
| Non-Discretionary | 208 | 0.1 |
| Total | 3,512 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 3,512 | 2.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001667134] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
CWA Asset Management Group LLC
✚
|
FL | 2.5 |
|
CWA Naples LLC
✚
|
FL | 0.0 |
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|---|---|---|
|
GM Advisory Group LLC
✚
|
NY | 3.0 |
|
Telemus Capital LLC
✚
|
MI | 3.0 |
|
Morton Capital Management LLC
✚
|
CA | 2.6 |
|
Baker Avenue Asset Management LP
✚
|
CA | 2.6 |
|
MGO One Seven LLC
✚
|
OH | 2.6 |
|
Logan Capital Management Inc
✚
|
PA | 2.5 |
|
GHP Investment Advisors Inc
✚
|
CO | 2.4 |
|
Onex Canada Asset Management Inc
✚
|
2.2 | |
|
Eton Advisors Group LLC
✚
|
NC | 2.0 |
|
Bellecapital International AG
✚
|
1.6 |