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| CWS Financial Advisors LLC
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|
|
|---|---|
| CRD # | 297000 |
| SEC # | 801-113289 |
| CIK # | 0001802459 |
| AUM | $988.5 MM (2023-03-28) |
| Employees | 11 (45% Investors, 0% Brokers) |
| Phone | 269-349-4600 |
| Address | 405 West Michigan Avenue Kalamazoo, MI 49007 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SYK | 74,798.9 | 81.8 | |
| AAPL | 2,382,844.0 | 10.2 | |
| MSFT | 1,918,222.4 | 6.3 | |
| PEP | 226,773.9 | 3.5 | |
| XOM | 385,508.3 | 2.7 | |
| HD | 277,648.0 | 2.3 | |
| MCD | 179,584.2 | 2.3 | |
| PG | 338,108.9 | 2.1 | |
| CVX | 294,604.1 | 2.1 | |
| SO | 75,035.5 | 1.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 517 | 212.4 |
| (b) Individuals (high net worth individuals) | 280 | 764.4 |
| (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 | 11.7 |
| (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 | 2,102 | 988.5 |
| By Discretionary | ||
| Discretionary | 2,076 | 929.6 |
| Non-Discretionary | 26 | 58.9 |
| Total | 2,102 | 988.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 988.5 | |
| Total | 2,102 | 988.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001802459] |
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|---|---|---|
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