RIA Intelligence

CWS MANAGEMENT LLC

CRD #119320 SEC #801-61087 NEWPORT BEACH, CA 949-640-4200
SEC Registered
Total AUM
$30M
Discretionary
$30M
Employees
5
Clients
0
Accounts
25

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 11, 2002
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SHERWOOD, STEVEN, JAYIMANAGING MEMBERD Control
WILLIAMS, BYRON, LEEIMANAGING MEMBERD Control

Registrations

Federal

IA
Apr 11, 2002 REGISTERED

Notice Filings (1)

CA

Address

800 NEWPORT CENTER
SUITE 400
NEWPORT BEACH, CA 92660
USA
Phone: 949-640-4200