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Joseph Charles Knox Guenther

CPWA LLC·HOOD RIVER, Oregon
Clean recordCPWA LLC
1313 BELMONT AVE., HOOD RIVER, OR 97031CRD# 5385824Firm CRD# 322424

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Charles Knox Guenther · HOOD RIVER, OR
Registration
CRD #5385824 · CPWA LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph Charles Knox Guenther is a registered financial advisor based in HOOD RIVER, Oregon, affiliated with CPWA LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CPWA LLC
CROWN POINT WEALTH ADVISORS
AUM
$111M
Regulatory assets under management
Employees
3
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5385824
Firm CRD# 322424
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Charles Knox Guenther offer?
Joseph Charles Knox Guenther specializes in Financial Planning, Investment Management. Contact their office in HOOD RIVER, Oregon for a consultation.
What are Joseph Charles Knox Guenther's credentials?
Joseph Charles Knox Guenther is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Charles Knox Guenther located?
Joseph Charles Knox Guenther is based in HOOD RIVER, Oregon, working with CPWA LLC. Their office serves clients in the HOOD RIVER metropolitan area and surrounding communities.
How does Joseph Charles Knox Guenther charge for services?
Joseph Charles Knox Guenther's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CPWA LLC?
CPWA LLC has approximately 3 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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