CWM Advisors is an investment advisor in Meridian with $1.31 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
471429142
SEC advisor number
801-108947
FINRA CRD number
171988
AUM ?
$1.31 bn
(as of 24 Oct 21)
Accounts
818
(as of 24 Oct 21)
Employees
15
(4 investment advisory or research)
Address
CWM Advisors
650 SAN BENITO ST, STE. 130
HOLLISTER
CA 95023
650 SAN BENITO ST, STE. 130
HOLLISTER
CA 95023
Office hours
Monday - Friday, 8 A.M. TO 5 P.M.
Phone
831.630.1244
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Netzly, Robert, John | President & CEO | 06/2014 | < 5% |
Moon, Aaron, Douglas | Chief Compliance Officer & COO | 01/2017 | < 5% |
Inspire Impact Group, LLC | Member | 12/2017 | > 75% |
Netzly, Robert, John | President and CEO | 06/2014 | 50-75% |
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
26 Oct 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
21 Apr 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22