AdvisorOS Directory
Claim Profile
DW

Daniel Phillip Warcholak

CWCI LLC·WASHINGTON, District of Columbia
Unclaimed Profile
900 19TH STREET NW, WASHINGTON, DC 20006CRD# 5765388Firm CRD# 144535
01

About

Daniel Phillip Warcholak is a registered financial advisor based in WASHINGTON, District of Columbia, affiliated with CWCI LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CWCI LLC
CWCI LLC
AUM
$270M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CWCI LLC →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5765388
Firm CRD# 144535
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WASHINGTON?

Browse all registered financial advisors in WASHINGTON, District of Columbia or claim this profile if it's yours.

Browse WASHINGTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Daniel Phillip Warcholak offer?
Daniel Phillip Warcholak specializes in Retirement Planning. Contact their office in WASHINGTON, District of Columbia for a consultation.
What are Daniel Phillip Warcholak's credentials?
Daniel Phillip Warcholak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Phillip Warcholak located?
Daniel Phillip Warcholak is based in WASHINGTON, District of Columbia, working with CWCI LLC. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.
How does Daniel Phillip Warcholak charge for services?
Daniel Phillip Warcholak's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CWCI LLC?
CWCI LLC has approximately 5 employees and manages $270M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WASHINGTON
Kevin Patrick Sheehan — MULTIPLIER CAPITAL, LLCRay Clarence Boone — MULTIPLIER CAPITAL, LLCAicha Yasmina Haidara Ben Becaye — QUONA CAPITAL, LLCBion Knauer Ludwig — ABS CP, INC.Henry Robinson Oconnor — MULTIPLIER CAPITAL, LLC
Nearby cities in District of Columbia
WASHINGTON, D.C. (11)WASHINGTON DC (4)WASHING DC (2)
City Guides
WASHINGTON, D.C. GuideWASHINGTON DC GuideWASHING DC Guide
Research
Advisor Fees in District of ColumbiaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile