CWA Naples LLC

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CWA Naples LLC ✚
CRD #	166489
SEC #	801-113065
CIK #
AUM
Employees	8 (88% Investors, 0% Brokers)
Phone	239-434-7434
Address	9130 Galleria Court Naples, FL 34109
Source	[IAPD] [Website]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	4	1.6
(b) Individuals (high net worth individuals)	14	189.0
(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	0	0.0
(h) Charitable organizations	0	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	0	0.0
(n) Other	0	0.0
Total	18	190.6
By Discretionary
Discretionary	18	190.6
Non-Discretionary	0	0.0
Total	18	190.6
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		190.6
Total	18	190.6

Related Firms	State	AUM ($B)
CWA Asset Management Group LLC ✚	FL	3.3
CWA Naples LLC ✚	FL	0.0

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Assets, Funds, Holdings