|
⚲
|
| MWA Financial Services Inc
✚
| |
|---|---|
| CRD # | 112630 |
| SEC # | 801-107091 |
| CIK # | |
| AUM | $216.1 MM (2024-07-17) |
| Employees | 685 (17% Investors, 95% Brokers) |
| Phone | 309-558-3100 |
| Address | 1701 1st Avenue Rock Island, IL 61201 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,382 | 162.7 |
| (b) Individuals (high net worth individuals) | 30 | 46.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 5.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,432 | 216.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,432 | 216.1 |
| Total | 1,432 | 216.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 216.1 | |
| Total | 1,432 | 216.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Lederer & Associates Investment Counsel
✚
|
CA | 0.2 |
|
Opinicus Capital Inc
✚
|
FL | 0.2 |
|
Leo H Evart Inc
✚
|
CA | 0.2 |
|
JP Wealth Management Inc
✚
|
SC | 0.2 |
|
Estate & Trust Advisors Inc
✚
|
IL | 0.2 |
|
Finivi Inc
✚
|
MA | 0.2 |
|
Hamilton Capital Partners LLC
✚
|
GA | 0.2 |
|
Belleair Asset Management LLC
✚
|
FL | 0.2 |
|
Capital Financial Planners LLC
✚
|
OR | 0.2 |
|
January Capital Advisors LLC
✚
|
CA | 0.2 |