Unclaimed Profile

Karen Faye Baloy

CWH CAPITAL MANAGEMENT, INC.·SPOKANE, Washington

Series 7, Series 63Clean record17 years registeredCWH CAPITAL MANAGEMENT, INC.

201 W. NORTH RIVER DR., SPOKANE, WA 99201CRD# 2381917Firm CRD# 112108

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Karen Faye Baloy · SPOKANE, WA

Registration

CRD #2381917 · CWH CAPITAL MANAGEMENT, INC. · 17 years registered

Brand Profile

Not yet started

Career History

MEANS WEALTH MANAGEMENT

Aug 2024 – present

DBA HART CAPITAL MANAGEMENT, INC.

Aug 2018 – Nov 2019

SPOKANE, WA

DBA HART CAPITAL MANAGEMENT, INC.

May 2009 – Dec 2017

SPOKANE, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · May 1, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CWH CAPITAL MANAGEMENT, INC.

CRD 112108 · SEC 801-58297

AUM

$434M

Regulatory assets under management

Employees

1,004 client accounts

Services offered by CWH CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CWH CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Karen Faye Baloy offer?

Karen Faye Baloy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SPOKANE, Washington for a consultation.

What are Karen Faye Baloy's credentials?

Karen Faye Baloy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karen Faye Baloy located?

Karen Faye Baloy is based in SPOKANE, Washington, working with CWH CAPITAL MANAGEMENT, INC.. Their office serves clients in the SPOKANE metropolitan area and surrounding communities.

How does Karen Faye Baloy charge for services?

Karen Faye Baloy's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CWH CAPITAL MANAGEMENT, INC.?

CWH CAPITAL MANAGEMENT, INC. has approximately 11 employees and manages $434M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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