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CWM FINANCIAL GROUP, INC.
CRD 117255 · SEC 801-65119
1 RESEARCH COURT, SUITE 450, ROCKVILLE, MD, 20850, United States
Phone
(301) 840-1188
Fax
(240) 465-0686
Registration
— (—)
Source
State registered
Total AUM
$94.7M
Discretionary AUM
$94.7M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $9.2M |
| High net worth individuals | 36 | $85.5M |
Official SEC filing: View on IAPD