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CWM Financial Group
CWM Financial Group, Inc. is an SEC-registered investment adviser in Rockville, MD. The firm manages approximately $95 million in regulatory assets.
Overview
CWM Financial Group, Inc. is an SEC-registered investment adviser in Rockville, MD. The firm manages approximately $95 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
What services does CWM Financial Group offer?
As a registered investment advisor, it provides financial planning and investment management to individuals and institutions. The specific product mix—such as separately managed accounts, mutual funds, or alternative investments—is not publicly detailed (public record).
How is CWM Financial Group structured?
It is a corporation (Inc.) registered as an RIA with the SEC or state authority. Whether it operates as a pure advisory firm or has tied partnerships is unknown due to limited disclosure.
What is the regulatory oversight for CWM Financial Group?
As an RIA, CWM Financial Group is regulated by either the SEC or state securities regulators, subject to fiduciary duty and regular filings (public record).
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