CWR Capital Management

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

2472 Artesian Way, Lancaster, Pennsylvan...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About CWR Capital Management

CWR Capital Management specializes in personalized investment management and fiduciary financial advice, focusing on understanding individual financial goals. The firm is dedicated to creating tailored financial plans and investment solutions for a limited number of clients, particularly targeting the younger generation. Founded by Carl Rowits, CWR Capital Management emphasizes low fees and a fiduciary commitment to act in the best interest of clients. Their services include comprehensive portfolio management and financial planning.Explore more
Popular SearchesCWR Capital ManagementSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CWR Capital Management

<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
2022
MG
Michael GoodrichFounder & Lead Advisor
<$5M
1-10
Private
-
2016
JT
John TrepanierDirector, Financial Planning
<$5M
1-10
Private
-
2010
N/A
<$5M
1-10
Private
-
2009
AM
Allan MalinaFiduciary Financial Advisor & Founder
<$5M
1-10
Private
<$5M
2016
AL
Aaron LeakFounder & Manager, Wealth
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CWR Capital Management Tech Stack

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Frequently Asked Questions Regarding CWR Capital Management

What is CWR Capital Management's official website?
CWR Capital Management's official website is www.cwrcapitalmanagement.com
What is CWR Capital Management's Revenue?
CWR Capital Management's revenue is <$5 Million
What is CWR Capital Management's SIC code?
CWR Capital Management's SIC: 62,628
What is CWR Capital Management's NAICS code?
CWR Capital Management's NAICS: 52,523
How many employees does CWR Capital Management have?
CWR Capital Management has 11-50 employees
What industry does CWR Capital Management belong to?
CWR Capital Management is in the industry of: Finance, Securities Trading
What is CWR Capital Management competition?
CWR Capital Management top competitors include: Goodrich Financial Advisory, Roell Capital Management, Hargrave Fiduciary Advisors, Fleurus Investment Advisory
What technology does CWR Capital Management use?
Some of the popular technologies that CWR Capital Management uses are: Tidio, Google Universal Analytics, Squarespace Online Stores, Google Forms
What does CWR Capital Management do?

CWR Capital Management specializes in personalized investment management and fiduciary financial advice, focusing on understanding individual financial goals. The firm is dedicated to creating tailored financial plans and investment solutions for a limited number of clients, particularly targeting the younger generation. Founded by Carl Rowits, CWR... Capital Management emphasizes low fees and a fiduciary commitment to act in the best interest of clients. Their services include comprehensive portfolio management and financial planning.Read More

Is CWR Capital Management a public company?
CWR Capital Management is private company therefore does not currently have an official ticker symbol
See more information about CWR Capital Management

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