CW Advisors

Finance · Massachusetts, United States · 51-200 Employees

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Overview

Headquarters

155 Seaport Blvd, Boston, Massachusetts,...

Phone Number

(617) 428-7600

Revenue

$86.6 Million

Industry

Finance Securities Trading Lending & Brokerage

About CW Advisors

CW Advisors is an SEC-registered investment management and wealth advisory firm serving high-net-worth individuals, families, foundations, and endowments. Formerly known as Congress Wealth Management, the firm provides customized wealth management, family office, and related advisory services designed to help clients manage assets, plan for long-term goals, and preserve legacy across generations.Explore more
CW Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

CW Advisors Org Chart

MF
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President & Chief Executive Officer

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KZ
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President, CWO

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Frequently Asked Questions Regarding CW Advisors

What is CW Advisors's official website?
CW Advisors's official website is www.cwadvisorsgroup.com
What is CW Advisors's Revenue?
CW Advisors's revenue is $86.6 Million
What is CW Advisors's SIC code?
CW Advisors's SIC: 62,628
What is CW Advisors's NAICS code?
CW Advisors's NAICS: 52,523
How many employees does CW Advisors have?
CW Advisors has 51-200 employees
What industry does CW Advisors belong to?
CW Advisors is in the industry of: Finance, Securities Trading, Lending & Brokerage
What companies has CW Advisors acquired?
CW Advisors has acquired the companies: Infinex Financial Group, Securities Service Network, Kestler Financial Group, Investacorp
How do I contact CW Advisors?
CW Advisors contact info: Phone number: (617) 428-7600 Website: www.cwadvisorsgroup.com
What does CW Advisors do?

CW Advisors is an SEC-registered investment management and wealth advisory firm serving high-net-worth individuals, families, foundations, and endowments. Formerly known as Congress Wealth Management, the firm provides customized wealth management, family office, and related advisory services designed to help clients manage assets, plan for long-te... rm goals, and preserve legacy across generations.Read More

What are CW Advisors social media links?
CW Advisors Linkedin page
Is CW Advisors a public company?
CW Advisors is private company therefore does not currently have an official ticker symbol
See more information about CW Advisors

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