John
Folz
Cwa Asset Management Group
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About this Advisor
John Folz is a chartered financial analyst working in Naples, Florida with a total of 3 years of industry experience. Folz currently works for Cwa Asset Management Group. During their career, the advisor has held roles at Carnes Capital Corporation, Private Capital Management, L.P and Cwa Asset Management Group LLC. Folz maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida. Cwa Asset Management Group is an advisory company headquartered in Naples, FL. It has offices in four locations and a total of 47 financial advisors. It oversees $2 billion in total assets across its 1,333 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 14 charities and foundations. Of its 1,333 client accounts, 39% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Cwa Asset Management Group provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial advisory services are based on which services are provided. Fees billed by Cwa Asset Management Group can be comprised of some blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cwa Asset Management Group Brokerage Details
$2,177,944,822
47
1,333
$1,633,867
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
John Folz Work History
John has been registered as a financial advisor for 3 years.*
Cwa Asset Management Group LLC
Carnes Capital Corporation
Private Capital Management, L.P
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Folz 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
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Charlotte, NC
Naples, FL
Naples, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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