MCW FINANCIAL, INC.
Doing business as RESEARCH & PORTFOLIO MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$160,806,297
Discretionary
$155,138,423
Non-discretionary
$5,667,874
Firm details
- CRD number
- 157609
- SEC file number
- 801-121337
- Main office
- CRESCENT SPRINGS, KY, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of November 2026.