CWC Advisors

Finance · Oregon, United States · 1-10 Employees

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Overview

Headquarters

5800 Meadows Rd Ste 230, Lake Oswego, Or...

Phone Number

(503) 968-0950

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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2
1
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1

About CWC Advisors

CWC Advisors is a financial services firm based in Lake Oswego, specializing in investment advisory services with a focus on value investing. With over 22 years of experience, they provide personalized portfolio management and diversified investment strategies to clients in the Pacific Northwest. Their team employs a research-driven approach to identify undervalued assets, aiming to create sustainable portfolios through market cycles. CWC Advisors is dedicated to building trust and fostering growth for their clients' financial futures.Explore more
CWC Advisors's Social MediaPopular SearchesCwc Advisors LLCCWC AdvisorsCleland Woolworth Capital Group LLCCleland Woolworth Capital GroupCleland Woolworth CapitalSIC Code 62,628NAICS Code 52,523Show more

CWC Advisors Org Chart

Thane Cleland, Chief Executive Officer & Chief Investment Officer at CWC Advisors
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Chief Executive Officer & Chief Investment Of...

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Vice President, Client Relations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CWC Advisors

<$5M
1-10
Private
-
2000
Thane Cleland, Chief Executive Officer & Chief Investment Officer at CWC Advisors
Thane ClelandCEO & Chief Investment Officer
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
11-50
Private
-
1911
JV
Jan Von HovenService Manager
<$5M
1-10
Private
-
2015
ET
Eric TolleVice President, Investments
<$5M
11-50
Private
-
2005
AP
Alexander PonchakPartner & Chief Financial Officer
<$5M
11-50
Private
-
2013
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

CWC Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CWC Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CWC Advisors.

CWC Advisors Tech Stack

A closer look at the technologies used by CWC Advisors

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Frequently Asked Questions Regarding CWC Advisors

What is CWC Advisors's official website?
CWC Advisors's official website is www.cwcadvisors.com
What is CWC Advisors's Revenue?
CWC Advisors's revenue is <$5 Million
What is CWC Advisors's SIC code?
CWC Advisors's SIC: 62,628
What is CWC Advisors's NAICS code?
CWC Advisors's NAICS: 52,523
How many employees does CWC Advisors have?
CWC Advisors has 1-10 employees
What industry does CWC Advisors belong to?
CWC Advisors is in the industry of: Finance, Securities Trading
What is CWC Advisors competition?
CWC Advisors top competitors include: CoastEdge Partners, QVest, Portfolio Solutions, Stockade Wealth Management
What technology does CWC Advisors use?
Some of the popular technologies that CWC Advisors uses are: Sentry, F5 BIG-IP Platform, Font Awesome, GoDaddy DNS
How do I contact CWC Advisors?
CWC Advisors contact info: Phone number: (503) 968-0950 Website: www.cwcadvisors.com
What does CWC Advisors do?

CWC Advisors is a financial services firm based in Lake Oswego, specializing in investment advisory services with a focus on value investing. With over 22 years of experience, they provide personalized portfolio management and diversified investment strategies to clients in the Pacific Northwest. Their team employs a research-driven approach to ide... ntify undervalued assets, aiming to create sustainable portfolios through market cycles. CWC Advisors is dedicated to building trust and fostering growth for their clients' financial futures.Read More

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

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