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| CWA Naples LLC
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|---|---|
| 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 ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| 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 ($BB) |
|---|---|---|
|
CWA Asset Management Group LLC
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|
FL | 2.2 |
|
CWA Naples LLC
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|
FL | 0.0 |