MWM GROUP LLC

CEDARHURST, New York·4 registered advisors·CRD# 164123
SEC# 801-766610718-696-4000
01

Firm Overview

AUM
$306M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MWM GROUP LLC

4 registered advisors
Aaron Munk
HEWLETT, New York
CFP
Jeremy Nmn Jakobovits
CEDARHURST, New York
Nathan Shalom Munk
HEWLETT, New York
Sara Nmn Glaz
CEDARHURST, New York
05

Office Locations

CEDARHURST, New York
2 advisors
HEWLETT, New York
2 advisors

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Data sourced from SEC Form ADV filings. MWM GROUP LLC (CRD# 164123) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.