The MWA FINANCIAL SERVICES is a privately held investment adviser that advises $639.99mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. MWA FINANCIAL SERVICES is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 877.54% over the last 5-years.
The Group has been registered with the SEC for 10.58 years and is comprised of 1 filing and 0 relying advisers. They operate out of 26 office locations with their Headquarters at 1701 1ST AVENUE, ROCK ISLAND, ILLINOIS. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 721 employees comprised of 164 investment and 557 non-investment staff. The total number of Employees increased by 8.75% over the last 5-years.
Their $639.99mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 31 other accounts. Assets of Individuals clients own $504.64mn or 78.85% of Total Assets and High Net Worth Individuals own $118.33mn or 18.49% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
MWA FINANCIAL SERVICES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.