$5.2M Total AUM
$4.6M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-10-2013
- Office Locations
- 1
Office Locations
-- Visalia CA
About CWS Asset Management
CWS Asset Management is an independent, fee-only RIA serving individuals and families with retirement planning, college savings and ongoing portfolio management, including income-focused support for retirees. The firm builds and adjusts custom portfolios using meetings, questionnaires and risk assessments, and also offers ready-made model portfolios. Implementation includes ETFs and mutual funds; custody relationships include Schwab and Fidelity.
Team overview
48 AVG AGE
$5.2M AVG AUM / ADVISOR
$368.8K AVG AUM / CLIENT
12.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
12yrs Firm Age
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Asset Classes
Wave Catalyst
Investment Themes
Quantum insight Wave value Peak alpha
Investment Vehicles
Frontier glacier Focus
Services
Element Bridge horizon Optima ridge Radial prime
Owner & Executives
C
COLE SCHIEFERLE
Owner
- CRD
- #6227645
- Ownership
- 75% or more
(517) 869-2834
alpha.beacon@valuecapital.com
in linkedin.com/in/wave-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,631,707 | -- |
| Non-Discretionary | $532,000 | -- |
| Total | $5,163,707 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,163,707
Equity - OTC:
14.3% Equity - Exchange:
41.7% Cash:
9.8% Municipal Bonds:
19.8% U.S. Government/Agency:
14.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $710,684,957 | 14.3% |
| Equity - Exchange | $2,072,416,972 | 41.7% |
| Cash | $487,042,838 | 9.8% |
| Municipal Bonds | $984,025,325 | 19.8% |
| U.S. Government/Agency | $715,654,781 | 14.4% |
| Total | $4,969,824,873 | 100.0% |