Alexander
Bouton

Cwa Asset Management Group

CRD#6866733
Investment Advisor
in Naples, FL

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About this Advisor

Alexander Bouton is a financial advisor based in Naples, Florida, working with Cwa Asset Management Group. Alexander has previously held positions at Capital Wealth Advisors, Finezza Italian Bistro, and the University Of Tennessee At Chattanooga. Alexander has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Alexander is part of Cwa Asset Management Group, which operates out of Naples, Florida. The firm has 3 offices and 51 employees. The firm manages assets totaling $2.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Cwa Asset Management Group includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

9130 Galleria Court Third Floor
Naples, FL 34109

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Cwa Asset Management Group Brokerage Details

Total Assets Under Management

$2,531,719,656

FL Average: $1,855,561,029
Total Number of Employees

51

FL Average: 62
Total Number of Accounts

3,512

FL Average: 2,474
Average Account Size

$720,877

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters

Alexander Bouton Work History

2016 - Present (8 years)

Capital Wealth Advisors

2016 - 2016 (< 1 year)

Finezza Italian Bistro

2011 - 2016 (5 years)

University Of Tennessee At Chattanooga

Disclosures

Please visit the SEC profile of Alexander Bouton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cwa Asset Management Group

Philip Brody
Naples, FL
Lane Mccallum
Naples, FL
Jo Anne Keck
Naples, FL
Kevin Erndl
Naples, FL
Daniel Howell
Jacksonville, FL
Tyler Knight
Naples, FL
Kimberly Key
Naples, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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