Cwm, Llc (Omaha)
Cwm, Llc Is a Large Advisory Firm Based in Omaha. It Manages $7.5 Billion of Regulatory Assets for 41,219 Client Accounts. It Has Been Registered with the Sec...
Cwm, LLC is a large advisory firm based in Omaha. It manages $7.5 billion of regulatory assets for 41,219 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Cwm provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and sub-advisory services for other investment advisory firms. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
Cwm: assets under management
The assets under management (AUM) of Cwm, LLC is $7.5 billion. The firm's AUM has grown by 15650% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $7.47 billion in discretionary accounts and $28.86 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $181.48 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $824.56 thousand.
Cwm has custody of $40.76 million in cash and securities for 85 clients in total but doesn’t act as a qualified custodian.
Investments
The firm invests in investment and business development companies the most. They account for 55% of the total AUM. The second-largest asset type is exchange traded securities, which make up 19% of the firm’s portfolio. Investments in cash and cash equivalents form 10% of the total invested assets.
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