CWS Financial Advisors LLC

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Assets, Funds, Holdings

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CAFR Data
CWS Financial Advisors LLC
CRD #297000
SEC #801-113289
CIK #
AUM $853.5 MM (96% Disc, 100% US, 2020-03-13)
Employees7 (43% Investors, 0% Brokers)
Phone269-349-4600
Address405 West Michigan Avenue
Kalamazoo, MI 49007
Source [IAPD] [Website]
Total AUM ($MM)
88570853135417702010201320172021
Comparable Firms State AUM ($BB)
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CA 0.9
CCM Investment Advisers LLC
SC 0.9
Oakwood Capital Management LLC
CA 0.9
Wagner Investment Management Inc
CO 0.9
Heitman International Real Estate Securities GmbH
0.9
Adams Asset Advisors LLC
TX 0.9
Icon Wealth Partners LLC
TX 0.9
Bay Isle Financial Corp
CA 0.9
Estabrook Capital Management LLC
NY 0.9
Schechter Investment Advisors LLC
MI 0.9
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