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CWM PARTNERS, LLC
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TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$56.4M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 5.0M |
| Non-Discretionary | 51.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 299857 |
| SEC Number | 801-114490 |
| Phone | (646) 546-5275 |
| Total Employees | 3 |
Client Count by Type (13 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 10 |
| Charitable Organizations | 3 |
County data not available for this organization.