Investment adviser · CRD 114646

JWA FINANCIAL GROUP, INC.

Investment adviser filing (IA)

DALLAS, TX, United States · Form ADV filed Mar 11, 2013

Regulatory AUM
$380M
Form ADV · Item 5.F
Client accounts
795
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
5
Investment advisory functions

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: Mar 11, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Fixed · Commissions

Principal office

6200 LBJ FREEWAY, SUITE 180
DALLAS, TX, 75240, United States

CRD 114646

Filing source

Form ADV 709244 · Mar 11, 2013 · 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.