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Robert Grosvenor Mccreary

CAPITALWORKS, LLC·BEACHWOOD, Ohio
Unclaimed Profile
3000 AUBURN DRIVE, BEACHWOOD, OH 44122-4340CRD# 1787184Firm CRD# 160408
01

About

Robert Grosvenor Mccreary is a registered financial advisor based in BEACHWOOD, Ohio, affiliated with CAPITALWORKS, 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
CAPITALWORKS, LLC
CW INDUSTRIAL PARTNERS, LLC
AUM
$212M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at CAPITALWORKS, LLC →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: SEE SCHEDULE D - MISCELLANEOUS
Regulatory
SEC/IARD CRD# 1787184
Firm CRD# 160408
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Grosvenor Mccreary offer?
Robert Grosvenor Mccreary specializes in Retirement Planning. Contact their office in BEACHWOOD, Ohio for a consultation.
What are Robert Grosvenor Mccreary's credentials?
Robert Grosvenor Mccreary is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Grosvenor Mccreary located?
Robert Grosvenor Mccreary is based in BEACHWOOD, Ohio, working with CAPITALWORKS, LLC. Their office serves clients in the BEACHWOOD metropolitan area and surrounding communities.
How does Robert Grosvenor Mccreary charge for services?
Robert Grosvenor Mccreary's firm is compensated through percentage of aum, performance-based fees, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITALWORKS, LLC?
CAPITALWORKS, LLC has approximately 10 employees and manages $212M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)DUBLIN (93)AKRON (70)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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