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CWC ADVISORS, LLC
CWC ADVISORS, LLC
LAKE OSWEGO, Oregon
·
2 registered advisors
·
CRD# 127739
SEC# 801-62369
1
503-968-0950
01
Firm Overview
AUM
$163M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Fee-Only Advisory
04
Advisors at CWC ADVISORS, LLC
2 registered advisors
Gary Richard Woolworth
LAKE OSWEGO, Oregon
CRD# 2827052
Thane Alan Cleland
LAKE OSWEGO, Oregon
CRD# 1788286
05
Office Locations
LAKE OSWEGO, Oregon
2 advisors
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Data sourced from SEC Form ADV filings. CWC ADVISORS, LLC (CRD# 127739) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.