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Mwa Financial Services, Inc.

● SEC registered since 2016CRD 112630SEC# 801-107091Rock Island, IL
Export (members)
Reg. AUM
$376.9M
Employees
674
Accounts
2,298
Location
Rock Island, IL

Mwa Financial Services, Inc. assets under management

Mwa Financial Services, Inc. operates as an SEC-registered investment adviser based in Rock Island, IL. The firm has been registered since 2016. It reports $376.9 million in regulatory assets under management and employs 674 people.
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Mwa Financial Services, Inc. owners & executives

11 reported
NameTitleOwnershipSince
Brett Matthew VanDirectorUnder 5%2015
Charles Edmund SimmsDirectorUnder 5%2025
Clint Joseph Pogemiller ControlPresident/ChairmanUnder 5%2015
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Frequently asked questions

How much does Mwa Financial Services, Inc. manage?

Mwa Financial Services, Inc. reports $376.9 million in regulatory assets under management on its Form ADV.

How many employees does Mwa Financial Services, Inc. have?

Mwa Financial Services, Inc. reports 674 employees.

Where is Mwa Financial Services, Inc. located?

Mwa Financial Services, Inc. is based in Rock Island, IL and has been SEC-registered since 2016.

Does Mwa Financial Services, Inc. disclose fund performance?

Mwa Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1701 1st Avenue, Rock Island, IL 61201
Phone309-558-3100
Fax309-558-3150
Office hours8:00 a.m. - 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary—
Non-discretionary$376.9M
Total (RAUM)$376.9M