AdvisorOS Directory
Claim Profile
LJ

Lewis Mckay Johnson

CW INSTITUTIONAL, LLC·NAPLES, Florida
Unclaimed Profile
9130 GALLERIA COURT, NAPLES, FL 34109CRD# 6095890Firm CRD# 313549
01

About

Lewis Mckay Johnson is a registered financial advisor based in NAPLES, Florida, affiliated with CW INSTITUTIONAL, 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
CW INSTITUTIONAL, LLC
CW INSTITUTIONAL, LLC
AUM
$33M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at CW INSTITUTIONAL, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6095890
Firm CRD# 313549
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NAPLES?

Browse all registered financial advisors in NAPLES, Florida or claim this profile if it's yours.

Browse NAPLES 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 Lewis Mckay Johnson offer?
Lewis Mckay Johnson specializes in Retirement Planning. Contact their office in NAPLES, Florida for a consultation.
What are Lewis Mckay Johnson's credentials?
Lewis Mckay Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lewis Mckay Johnson located?
Lewis Mckay Johnson is based in NAPLES, Florida, working with CW INSTITUTIONAL, LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.
How does Lewis Mckay Johnson charge for services?
Lewis Mckay Johnson'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 CW INSTITUTIONAL, LLC?
CW INSTITUTIONAL, LLC has approximately 10 employees and manages $33M 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 NAPLES
Robert William Stiess — WASMER, SCHROEDER & COMPANY, LLCLawrence Joseph Daly — DAC ASSET MANAGEMENT LLCPasquale (nmn) Antonetti — ANTONETTI CAPITAL MANAGEMENT, LLCNicholas Edward Day — QUANTITATIVE INVESTMENT DECISIONS LLCPatrick Robert George — HALSTATT MANAGEMENT COMPANY, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile