CWA Asset Management is an investment advisor in Naples with $2.02 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-79715
FINRA CRD number
158940
AUM ?
$2.53 bn
(as of 1 Oct 24)
Accounts
3,512
(as of 1 Oct 24)
Employees
51
(28 investment advisory or research)
Address
CWA Asset Management
9130 GALLERIA COURT
THIRD FLOOR
NAPLES
FL 34109
9130 GALLERIA COURT
THIRD FLOOR
NAPLES
FL 34109
Phone
239-434-7434
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Nov 24
13F-HR
Quarterly holdings report by institutional manager
13 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
27 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
9 Jan 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR
Quarterly holdings report by institutional manager
21 Apr 22