This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Foundation harborMeridian momentum +more
- Established Date
- 12-01-2015
- Office Locations
- 1
Office Locations
About Cwos FOR Hire
CWOs for Hire LLC is a Missouri- and Texas-registered RIA providing retirement planning that integrates investment and tax expertise. The firm builds detailed, long-term plans and helps clients implement and adjust over time, serving retirees and business owners with planning around taxes, estates, and succession. Portfolios emphasize active asset allocation and risk management, often using ETFs and fixed income, with custody at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID JOSEPH ZAEGEL
Chief Compliance Officer, President
- CRD
- #6195892
- Ownership
- 50% but less than 75%
Dennis Fry
President, TREASURER
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,679,000 | -- |
| Non-Discretionary | $1,333,000 | -- |
| Total | $46,012,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $44,679,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,302,431,898 | 15.2% |
| Corporate - Investment Grade | $616,941,425 | 7.2% |
| U.S. Government/Agency | $694,059,104 | 8.1% |
| Municipal Bonds | $1,970,785,109 | 23.0% |
| Cash | $1,850,824,276 | 21.6% |
| Public Funds | $2,133,589,097 | 24.9% |
| Total | $8,568,630,909 | 100.0% |