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CWS Financial Advisors
CWS Financial Advisors LLC is an SEC-registered investment adviser in Kalamazoo, MI, registered since 2018. The firm manages $1.3 billion in assets.
Overview
CWS Financial Advisors LLC is an SEC-registered investment adviser in Kalamazoo, MI, registered since 2018. The firm manages $1.3 billion in assets. It has 12 employees and 5 investment advisers.
General information
Firm type
Asset Manager
Frequently asked questions
Are there any regulatory flags for CWS Financial Advisors?
A search of the SEC and FINRA enforcement databases reveals no disclosed disciplinary actions, sanctions, or settlements involving CWS Financial Advisors. The absence of a negative record is neutral — it does not imply a positive compliance history, merely that the firm has not been the subject of a publicly resolved enforcement action. In the context of an otherwise invisible firm, even a clean record provides limited comfort.
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