Investment adviser · CRD 117255

CWM FINANCIAL GROUP, INC.

Investment adviser filing (IA)

GAITHERSBURG, MD, United States · Form ADV filed Aug 30, 2012

Regulatory AUM
$36.6M
Form ADV · Item 5.F
Client accounts
123
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 30, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

953 RUSSELL AVENUE, SUITE D
GAITHERSBURG, MD, 20879-3284, United States

CRD 117255

Filing source

Form ADV 667109 · Aug 30, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.