CWM FINANCIAL GROUP, INC.

GAITHERSBURG, Maryland·1 registered advisor·CRD# 117255
SEC# 801-65119301-840-1188
01

Firm Overview

AUM
$37M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CWM FINANCIAL GROUP, INC.

1 registered advisor
John David Peterson
GAITHERSBURG, Maryland
05

Office Locations

GAITHERSBURG, Maryland
1 advisor

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Data sourced from SEC Form ADV filings. CWM FINANCIAL GROUP, INC. (CRD# 117255) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.