Private Market View

CWS FINANCIAL ADVISORS LLC

Other · KALAMAZOO, MI

AUM
Portfolio companies
Recorded deals
Last investment

Key facts

  • CWS FINANCIAL ADVISORS LLC is a other based in KALAMAZOO, MI.

Registered with the SEC

Form ADV · 2026-02 · CRD 297000
Regulatory AUM
Private fund assets
Private funds
Staff
12
Registered office
KALAMAZOO, MI
SEC status
Approved

Reports custody of client assets.

Source: SEC Investment Adviser Public Disclosure, Form ADV.

Free account
See the whole book
  • ·Watchlist + alerts for CWS FINANCIAL ADVISORS LLC's activity
Create free account
No card required

Portfolio

Portfolio — not yet on record

No portfolio companies for CWS FINANCIAL ADVISORS LLC are on record yet. Positions surface from round participations, filings, and coverage.

Pro members can request priority coverage with a 48-hour turnaround.