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KWS ADVISORY GROUP, LLC
CRD 309184
3407 W ALBERTA RD, EDINBURG, TX, 78539, United States
Phone
956-393-7516
Fax
855-674-1823
Registration
— (—)
Source
State registered
Total AUM
$9.1M
Discretionary AUM
$9.1M
Team
1 total employees; 1 advisory reps; 100 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; FEES ARE NEGOTIABLE
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 100 | $9.1M |
All web addresses on file
Official SEC filing: View on IAPD