The CWA ASSET MANAGEMENT GROUP is a privately held investment adviser that advises $4.51Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. CWA ASSET MANAGEMENT GROUP 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 116.46% over the last 5-years.
The Group has been registered with the SEC for 12.2 years and is comprised of 1 filing and 0 relying advisers. They operate out of 5 office locations with their Headquarters at 9130 GALLERIA COURT THIRD FLOOR, NAPLES, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 67 employees comprised of 35 investment and 32 non-investment staff. The total number of Employees increased by 8.06% over the last 5-years.
Their $4.51Bn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 98 other accounts. Assets of High Net Worth Individuals clients own $3.91Bn or 86.5% of Total Assets and Individuals own $346.95mn or 7.68% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 3 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, management fees and performance-based fees.
CWA ASSET MANAGEMENT GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.