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CWS FINANCIAL ADVISORS LLC

SEC Form ADV profile.

Total regulatory AUM
$1,328,605,949
Discretionary
$1,323,116,220
Non-discretionary
$5,489,729

Firm details

CRD number
297000
SEC file number
801-113289
Main office
KALAMAZOO, MI, United States
Employees
12
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.