CWS Financial Advisors

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

405 W Michigan Ave Ste 110, Kalamazoo, M...

Phone Number

(269) 349-4600

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
2
1

About CWS Financial Advisors

CWS Financial Advisors is a boutique wealth management firm located in Kalamazoo, Michigan, specializing in services for affluent households and families. The company is dedicated to fostering long-term relationships with clients by providing personalized attention and expertise through direct engagement with firm principals. CWS Financial Advisors emphasizes a commitment to clients' success at every stage of the financial advisory process. Their approach ensures that clients receive tailored guidance aligned with their financial goals.Explore more
CWS Financial Advisors's Social MediaPopular SearchesCWS Financial AdvisorsCws Financial Advisors LLCCross Wietfeldt & Splendorio Financial Advisors LL...Wietfeldt & Splendorio Financial AdvisorsCWS Financial Advisors AsSIC Code 62,628NAICS Code 52,523Show more

CWS Financial Advisors Org Chart

PhoneEmail
CW
United States flag for contact location.

Principal and Chief Compliance Officer

PhoneEmail

PhoneEmail
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Compare insights from companies similar to CWS Financial Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CWS Financial Advisors

<$5M
1-10
Private
-
2013
CW
Cory WietfeldtPrincipal and Chief Compliance Officer
$5.3M
11-50
Private
-
2010
KN
Kaylani NaluaiOffice Manager
<$5M
1-10
Private
-
2014
SW
Sarah WilliamsWealth Advisor
<$5M
1-10
Private
-
2011
MK
Maureen KimballSenior Vice President, Senior Wealth Manager
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1989
MG
Michael GreenPresident & Chief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

CWS Financial Advisors Tech Stack

A closer look at the technologies used by CWS Financial Advisors

Top Finance Companies

Frequently Asked Questions Regarding CWS Financial Advisors

What is CWS Financial Advisors's official website?
CWS Financial Advisors's official website is www.cwsfinancialadvisors.com
What is CWS Financial Advisors's Revenue?
CWS Financial Advisors's revenue is <$5 Million
What is CWS Financial Advisors's SIC code?
CWS Financial Advisors's SIC: 62,628
What is CWS Financial Advisors's NAICS code?
CWS Financial Advisors's NAICS: 52,523
How many employees does CWS Financial Advisors have?
CWS Financial Advisors has 1-10 employees
What industry does CWS Financial Advisors belong to?
CWS Financial Advisors is in the industry of: Finance, Securities Trading
What is CWS Financial Advisors competition?
CWS Financial Advisors top competitors include: Bay Harbor Wealth Management, Foundation Asset Management, Core Wealth Management, EverGreen Capital Management
What technology does CWS Financial Advisors use?
Some of the popular technologies that CWS Financial Advisors uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
How do I contact CWS Financial Advisors?
CWS Financial Advisors contact info: Phone number: (269) 349-4600 Website: www.cwsfinancialadvisors.com
What does CWS Financial Advisors do?

CWS Financial Advisors is a boutique wealth management firm located in Kalamazoo, Michigan, specializing in services for affluent households and families. The company is dedicated to fostering long-term relationships with clients by providing personalized attention and expertise through direct engagement with firm principals. CWS Financial Advisors... emphasizes a commitment to clients' success at every stage of the financial advisory process. Their approach ensures that clients receive tailored guidance aligned with their financial goals.Read More

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

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