AdvisorOS Directory
Claim Profile
CC

Cara Marie Cawood

WEST CHESTER CAPITAL ADVISORS INC·JOHNSTOWN, Pennsylvania
Unclaimed Profile
216 FRANKLIN STREET, JOHNSTOWN, PA 15901-1911CRD# 5537077Firm CRD# 105846
01

About

Cara Marie Cawood is a registered financial advisor based in JOHNSTOWN, Pennsylvania, affiliated with WEST CHESTER CAPITAL ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
WEST CHESTER CAPITAL ADVISORS INC
AUM
$1.1B
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WEST CHESTER CAPITAL ADVISORS INC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5537077
Firm CRD# 105846
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in JOHNSTOWN?

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

Browse JOHNSTOWN 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 Cara Marie Cawood offer?
Cara Marie Cawood specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in JOHNSTOWN, Pennsylvania for a consultation.
What are Cara Marie Cawood's credentials?
Cara Marie Cawood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cara Marie Cawood located?
Cara Marie Cawood is based in JOHNSTOWN, Pennsylvania, working with WEST CHESTER CAPITAL ADVISORS INC. Their office serves clients in the JOHNSTOWN metropolitan area and surrounding communities.
How does Cara Marie Cawood charge for services?
Cara Marie Cawood's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEST CHESTER CAPITAL ADVISORS INC?
WEST CHESTER CAPITAL ADVISORS INC has approximately 4 employees and manages $1.1B 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 JOHNSTOWN
Craig Gifford Ford — WEST CHESTER CAPITAL ADVISORS INCRobert Lester Wise — WEST CHESTER CAPITAL ADVISORS INCSteven Michael Krawick — WEST CHESTER CAPITAL ADVISORS INCGregor Theodore Young — WEST CHESTER CAPITAL ADVISORS INCJerome Michael Adams — WEST CHESTER CAPITAL ADVISORS INC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile