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PWA FINANCIAL
PWA FINANCIAL
NEWTOWN, Pennsylvania
·
4 registered advisors
·
CRD# 165369
SEC# 801-119127
0
(215) 710-0737
01
Firm Overview
AUM
$232M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at PWA FINANCIAL
4 registered advisors
James Michael Carlucci
NEWTOWN, Pennsylvania
CRD# 5060714
Kenneth Charles Coniglio
NEWTOWN, Pennsylvania
CRD# 4423253
Michael David Carlucci
NEWTOWN, Pennsylvania
CRD# 2665833
Virginia Mary Coniglio
NEWTOWN, Pennsylvania
CRD# 2570834
05
Office Locations
NEWTOWN, Pennsylvania
4 advisors
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Data sourced from SEC Form ADV filings. PWA FINANCIAL (CRD# 165369) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.