CWCI LLC

WASHINGTON, District of Columbia·11 registered advisors·CRD# 144535
SEC# 801-697370202-715-9500
01

Firm Overview

AUM
$270M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
11
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Other
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at CWCI LLC

11 registered advisors
Bruce Thomas Cunningham
WASHINGTON, District of Columbia
Charles Robert Spetka
NEW YORK, New York
Daniel Phillip Warcholak
WASHINGTON, District of Columbia
Daniel Thomas Ward
BETHESDA, Maryland
David Bruce Iannarone
WASHINGTON, District of Columbia
Guangyu Nmn Zhu
WASHINGTON, District of Columbia
Hoffman Thornton Amelia
WASHINGTON, District of Columbia
Jill Dana Rosen Hyde
NEW YORK, New York
Kenneth Frank
BETHESDA, Maryland
Michael Dexter Berman
NEW YORK, New York
Tom Francis Nolan
NEW YORK, New York
05

Office Locations

WASHINGTON, District of Columbia
5 advisors
NEW YORK, New York
4 advisors
BETHESDA, Maryland
2 advisors

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Data sourced from SEC Form ADV filings. CWCI LLC (CRD# 144535) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.