Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
464489410
SEC advisor number
801-113289
FINRA CRD number
297000
AUM ?
$1.05 bn
(as of 6 Mar 24)
Accounts
2,094
(as of 6 Mar 24)
Employees
10
(5 investment advisory or research)
Address
CWS Financial Advisors
405 WEST MICHIGAN AVENUE
SUITE 110
KALAMAZOO
MI 49007
405 WEST MICHIGAN AVENUE
SUITE 110
KALAMAZOO
MI 49007
Phone
(269) 349-4600
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22
13F-HR
Quarterly holdings report by institutional manager
6 Aug 21