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| Happy Holidays!! thanks for using AUM13F!! |
| CWS Financial Advisors LLC
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|---|---|
| CRD # | 297000 |
| SEC # | 801-113289 |
| CIK # | 0001802459 |
| AUM | $1.2 B (2025-02-25) |
| Employees | 11 (45% Investors, 0% Brokers) |
| Phone | 269-349-4600 |
| Address | 405 West Michigan Avenue Kalamazoo, MI 49007 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Stryker Corp | 100.7 | ||
| Apple Inc | 13.4 | ||
| Microsoft Corp | 8.9 | ||
| Wal Mart Stores Inc | 2.3 | ||
| McDonalds Corp | 2.2 | ||
| International Business Machines Corp | 2.2 | ||
| Procter & Gamble Co | 1.9 | ||
| Philip Morris International Inc | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 455 | 178.6 |
| (b) Individuals (high net worth individuals) | 354 | 1,007.7 |
| (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 | 5 | 12.4 |
| (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 | 2,149 | 1,198.7 |
| By Discretionary | ||
| Discretionary | 2,141 | 1,193.3 |
| Non-Discretionary | 8 | 5.4 |
| Total | 2,149 | 1,198.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,198.7 | |
| Total | 2,149 | 1,198.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802459] |
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|---|---|---|
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